Kourtney Stuthard

1. FAQ
2. Products, Price Books, & Quotes

Question What is the Standard Price Book used for? Answer The Standard Price Book lists the prices that each of your Products are normally sold at. Create additional Price Books to reflect discount...

• Edited April 10, 2019 00:06
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1. FAQ
2. Products, Price Books, & Quotes

Question How is the Opportunity Value calculated on Opportunities with Products? Answer The value of the Products you add to an Opportunity will determine the Opportunity Value. If an Opportunity a...

• Edited April 10, 2019 00:04
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I use multiple currencies in a Price Book? Answer No. Price Books can only support one currency each. You can clone a Price Book and assign a different currency. To learn more, read Ho...

• Edited April 10, 2019 00:01
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1. Activities and Automation
2. Pipelines and Activity Sets

If you have created Pipelines, you may want to delete some stages or delete the Pipeline altogether if it's no longer useful. To delete a Pipeline Go to System Settings > Pipelines. Click the tras...

• Edited April 04, 2019 23:53
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1. Connecting to Other Apps
2. Sidebar for Outlook

You can save your emails and view your records from your Outlook account using the Insightly Sidebar for Outlook. After you have installed the Sidebar, you will need to sign into your Insightly acc...

• Edited April 01, 2019 23:54
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Introduction  What are Products and Price Books? What are Quotes? How to enable Products, Price Books, and Quotations How to use Products How to create a Product How to edit a Product How to u...

• Edited March 20, 2019 19:20
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can add Products to their custom Price Books at any time. Any changes you make will not affect other Price Books. Products, like Price Books, can be deleted if they have not been associated ...

• Edited March 18, 2019 20:23
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Quotes are used to give your prospective customers a clear understanding of the cost of your services. You can create multiple Quotes, which will be recorded in the Related tab of the Opportunity ...

• Edited March 18, 2019 17:26
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can edit the details of their Price Books, each Price Book Entry, and the prices of all products in the Price Book. To edit Price Book details Go to Price Books. Select a record. Click the ...

• Edited March 14, 2019 22:00
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

When you set up custom fields, you may want to create the same field for different kinds of objects. Using the steps below, you can copy a custom field's configuration to a different object without...

• Edited March 08, 2019 21:27
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