Kourtney Stuthard

1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

If you have an Android or iOS device, you can access the Insightly CRM Sidebar for Gmail from anywhere. You will need to install the Sidebar from your desktop browser first. To use the Sidebar from...

• Edited July 11, 2019 17:06
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

You can use your Insightly email templates when replying to emails in your Gmail inbox through the Sidebar. Templates can be used when replying to an email or when you compose a new email. The Side...

• Edited July 11, 2019 16:52
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1. Insightly Marketing
2. Lists

Email test Lists are used to send an Email to your coworkers that you intend to send out to your Prospects later. Sending the Email through your test List first gives you and anyone on the List the...

• Edited July 08, 2019 23:13
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Contacts are people who are directly associated with your business. Whether they're someone you work with, someone you're selling to, or someone you provide services to, contacts are integral to yo...

• Edited July 02, 2019 19:50
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account. To view the System Settings page, click the profile menu and select S...

• Edited July 02, 2019 19:47
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can create a record for every product or service your business offers and assign it a standard price. Your admin will need to enable Products, Price Books, and Quotes first. You can edit Pro...

• Edited June 25, 2019 18:02
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1. FAQ
2. Custom Fields

Question  Do images in custom image fields count towards my data storage limits? Answer Yes, it will count towards your data storage limits. It will not count towards your record count limits, howe...

• Edited June 17, 2019 17:54
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1. FAQ
2. API & SSO

Question Does SAML work on the Insightly Mobile App? Answer No, not at this time.

• Edited June 12, 2019 17:06
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1. FAQ
2. API & SSO

Question I noticed that Insightly allows users to sign in using their Microsoft Office 365 credentials. Do I need SAML, which is a feature on Enterprise plans, to use the Single Sign-On feature wit...

• Edited June 12, 2019 17:04
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

Custom fields help you create personalized records for a more productive Insightly experience. Each custom field will have unique field details, but they aren't vastly different from one another. C...

• Edited June 10, 2019 21:27
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• -3 votes