
Kourtney Stuthard
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Keyboard shortcuts
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...
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How to send an Email to a single Prospect
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 ...
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How to make a webform field required
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...
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How to save emails with 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 ...
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Different ways to access Insightly besides the web app
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...
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Why aren't my tasks appearing in my Opportunity's/Project's Activities tab?
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...
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Can I edit my custom field to change the field type?
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...
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Disabling Google integrations
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 ...
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How to create a Prospect
Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade th...
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How can I check when a record was last updated?
Question How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)? Answer To view the last time a record was updated, you need to create a List V...
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