Kourtney Stuthard

1. Sales and Project Management
2. Sales Management

When an opportunity is won, you'll want to convert it into a project so you can begin work on the customer's deliverables. Here's how the opportunity-to-project conversion works: The opportunity s...

• Edited March 08, 2019 19:22
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1. Insightly Classic
2. [Insightly Classic] Managing your records

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. There are several ways to delete data in Ins...

• Edited March 06, 2019 22:17
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1. Getting Started in CRM
2. User Settings

Each user can customize the date and time format of their records and reports in their account. Once updated, these settings will only change for the individual user. To change the date and time fo...

• Edited March 06, 2019 18:36
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1. Reporting & Dashboards
2. Dashboards

Understanding data visualization is a big part of making your dashboards work for you. Beyond choosing the right chart, it isn’t always apparent to beginners which fields need to be used to get ins...

• Edited March 05, 2019 17:01
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1. Importing & Exporting
2. Importing

This article is part of the Insightly Importing Guide When you import records into Insightly, you can update existing records in bulk by matching the Record ID in the CRM to the Record ID in the fi...

• Edited February 25, 2019 20:53
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1. Sales and Project Management
2. Products, Price Books, and Quotes

You can delete your Quotes at any time. This will also delete any PDFs related to the record. To delete a Quote: Open the Quote. Click the Actions dropdown and select Delete This Quote. A warnin...

• Edited February 13, 2019 23:16
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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 February 13, 2019 23:16
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can edit their Product's details at any time. To limit how much your users can edit the details of Products, admins can use advanced permissions, validation rules, or page layouts. To edit: ...

• Edited February 13, 2019 23:10
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1. Sales and Project Management
2. Products, Price Books, and Quotes

When a prospect lets you know that they are seriously interested in your business, congratulations! You've proved the value of your products and services. Your work doesn't end there, however. Cus...

• Edited February 13, 2019 23:01
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Tracking what you sell shouldn't be a complicated process. Products and Price Books are great for businesses that offer multiple items or services and sell them at varying prices. Products are th...

• Edited February 13, 2019 22:56
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