Kourtney Stuthard

1. Insightly Marketing
2. Journeys

This Journey Step creates a task in Insightly CRM, assigns it to a CRM user, and links it to the Lead or the Contact associated with the Prospect from the Journey action. Users that can be selecte...

• Edited January 23, 2020 21:22
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1. Insightly Marketing
2. Forms

You can edit the details of your Form Handler, such as the fields that are mapped to your form. You can also edit the Finish Actions that occur when a form is submitted. To edit the details: Open ...

• Edited December 20, 2019 21:12
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1. Getting Started in CRM
2. Insightly 101

Insightly comes equipped with keyboard shortcuts that can be used to quickly initiate an action or navigation on a page without the use of a mouse. A list of shortcuts is accessible from the profil...

• Edited December 09, 2019 23:39
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1. Insightly Marketing
2. Emails

You're probably familiar with our powerful Email building tool. It's great for sending campaigns out to many of your Prospects at once.  It's also possible to use this tool for sending an Email to ...

• Edited November 19, 2019 17:56
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1. Sales and Project Management
2. Webforms

If you've created a Web to Contact or Web to Lead webform, you'll want to make some of the fields they're filling out required. For example, making an email address required will allow you to conta...

• Edited November 19, 2019 01:23
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

Warning You must use the G Suite account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different G Suite account ...

• Edited November 18, 2019 23:27
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• -3 votes

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

You know your way around the web app version of Insightly, now let's take a look at some other ways to access your CRM.  Mobile Need to access Insightly on the go? You can download our iOS and Andr...

• Edited November 11, 2019 22:55
• 1 follower
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• 8 votes

1. FAQ
2. Activities and Automation

Question Why aren't my tasks appearing in my Opportunity's/Project's Activities tab? Answer If you didn't create the task directly from an Opportunity or Project, you will find the task in the Rela...

• Edited October 25, 2019 23:18
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1. FAQ
2. Custom Fields

Question Can I change the field type of a custom field after it’s already created? For example, can I change the field from a Dropdown to a Multiselect Dropdown? Answer No, you cannot change the fi...

• Edited October 25, 2019 20:25
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1. Connecting to Other Apps
2. G Suite

You can disable Insightly's access to Google Contact Sync, Google Calendar Sync, and Google Drive by disabling the connection to Google in your user settings. Disabling your Google API key: Go to ...

• Edited October 24, 2019 22:54
• 1 follower
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• 1 vote