Kourtney Stuthard

1. Getting Started in CRM
2. Beginner's Guide: Admin

Once you understand the basics of Insightly, you'll want to jump right in and get to work with your new CRM. That's great! To make everything go as smoothly as possible, we recommend setting things...

• Edited September 11, 2019 16:04
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1. Importing & Exporting
2. Importing

The links below allow you to download a sample CSV file for each Insightly object. They will give you an idea of how to set up a file before importing your records.

• Edited August 09, 2019 18:45
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a page layout, where you can create sections to group your f...

• Edited December 10, 2019 22:35
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1. FAQ
2. Custom Fields

Question Can I edit a standard Insightly field? Is there any way I can edit a non-custom field? Answer No. You can create a custom field that is similar to the standard field, then update it to fit...

• Edited October 02, 2019 22:20
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1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited July 02, 2019 19:44
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1. FAQ
2. Account Administration & Billing

Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.

• Edited April 18, 2019 19:16
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1. Getting Started in CRM
2. Sign up & Log In

Ready to start using Insightly? Let's learn about the different types of accounts you can set up. When creating an account, you have two options: G Suite: You can create an account through G Suite...

• Edited August 06, 2019 18:15
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1. Videos & Webinars
2. Tutorials

This article is part of the Guide to Insightly Dashboards Learn how to build your own dashboards.

• Edited March 05, 2018 16:59
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

Converting an opportunity into a project will automatically copy the Opportunity's links, but you may also have custom fields that you need to transfer to the project. To map a custom field from op...

• Edited September 16, 2019 16:52
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1. Getting Started in CRM
2. User Settings

In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...

• Edited October 30, 2019 23:08
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