Kourtney Stuthard

1. Managing Your Records
2. Categories, Tags, and Custom Fields

With custom calculated fields, you can create mathematical formulas using C# (C sharp). The formulas and their resulting values are based on the data in your records. Below are some examples of cus...

• Edited May 15, 2020 18:58
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can edit the details of their Quote, add additional Products to a Quote, and edit the Products that appear in a Quote. To edit a Quote's details Open a Quote record. Click the Actions dropd...

• Edited May 15, 2020 18:27
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1. Administration, Permissions, & Billing
2. Customizing Your Account

You're probably familiar with objects - they contain and organize all of your records. Insightly’s standard objects are any objects that were created by Insightly, like Contacts or Opportunities. T...

• Edited May 04, 2020 23:45
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1. What's New?
2. Updates and New Features

New Product Insightly Marketing   Marketing Automation is software that allows users to optimize their marketing activities. Like the name suggests, it is used to automate the repetitive tasks in y...

• Edited April 30, 2020 23:37
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1. What's New?
2. Updates and New Features

New Features Marketing - Dashboards: Added Dashboards functionality to Insightly Marketing. Dashboards display a quick overview of your most critical information. Learn more. Product Updates Pro...

• Edited April 28, 2020 00:14
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Insightly features a Standard Price Book that contains the prices that each of your Products are normally sold at. Users can also create additional Price Books to reflect discounts or other price ...

• Edited April 24, 2020 21:05
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1. Videos & Webinars
2. Webinars

Insightly CRM makes it easy to grow relationships, accelerate sales, manage your projects, and streamline business processes.  Whether you're a new Insightly user or have been using it for some ti...

• Edited April 23, 2020 20:49
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1. Videos & Webinars
2. Webinars

Whether you're a new Insightly Admin or simply looking for configuration best practices, this webinar guides you through the steps to ensure you get the most out of your CRM.  Join one of our produ...

• Edited April 23, 2020 20:49
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1. What's New?
2. Updates and New Features

New Features CRM and Marketing - Rename Standard Objects: Admins can now rename any of Insightly's standard objects. Learn more. Journeys - Report tab: Added a Report tab to Journeys. Any that are...

• Edited April 22, 2020 18:24
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1. Insightly Marketing
2. Emails

There are two ways users can send test emails through Insightly: by sending the Email to users who are on a email test List or by sending while you’re building an Email in the Email Designer. To se...

• Edited April 22, 2020 18:14
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