Kourtney Stuthard

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards When viewing a dashboard card, you can use filters if you would like to narrow down the data on your card. For example, if you have a funne...

• Edited November 29, 2018 20:31
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards You can get an in-depth view of a dashboard card by going to a card's View Card page. Here, you will be able to view, filter, share, clone,...

• Edited November 29, 2018 20:29
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards After you've started creating your Dashboards and Dashboard Cards, you'll want to organize everything to get to the data you need quickly. ...

• Edited November 29, 2018 20:28
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards If you've created your own dashboard cards, you can share them with members of your team. If you delete any cards you've shared, they will ...

• Edited November 29, 2018 20:23
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards If you want to experiment with your card data but are afraid of losing what you've already created, cloning a card is the solution. Cloning...

• Edited November 29, 2018 20:22
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards A dashboard is a great way to organize valuable information in a functional view. You'll create a dashboard and then populate it with Dash...

• Edited November 29, 2018 20:18
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards What is the difference between a dashboard and a dashboard card? Dashboards are where dashboard cards live, and each dashboard card contain...

• Edited November 29, 2018 20:16
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• 4 votes

1. Account Administration & Billing
2. Customizing Your Account

After you've created a custom layout, you may want to control who can see it. For example, you might want your accountant to see a billing layout and your project manager to see a different layout...

• Edited November 29, 2018 18:36
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1. Account Administration & Billing
2. Customizing Your Account

To delete a page layout: Go to System Settings > Objects and Fields. Click the object that contains the layout you want to delete. From the Object Management list, select Page Layouts. Click the ...

• Edited November 29, 2018 18:35
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1. Activities and Automation
2. Insightly Voice for Phone Calls

Insightly Voice is a built-in telephony system within your CRM. With it, you can make and receive phone calls right from your web browser. Insightly Voice was built with sales teams in mind: calls ...

• Edited November 13, 2018 00:56
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