Kourtney Stuthard

1. Reporting & Dashboards
2. Dashboards

Learn about Dashboards What are dashboards? What are dashboard cards? Insightly's standard dashboards Choosing the right chart type Create Dashboards Creating dashboards (video) How to crea...

• Edited May 29, 2019 17:04
• 1 follower
• 0 comments
• 8 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

When you're reviewing a contact's information, you might want to know who else in your contacts list works with this person. You can add the Other Contacts at this Organization list to your contact...

• Edited May 24, 2019 18:26
• 1 follower
• 0 comments
• 0 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly administrators can edit default page layouts or create new layouts (Professional or Enterprise) to customize the format of their records. This isn't limited to the details tab: admins can...

• Edited May 24, 2019 18:26
• 1 follower
• 0 comments
• -1 votes

1. Other Videos
2. Other Videos

A video guide on the top three features of the updated Insightly User Experience that became available in late 2017.   To learn more about the changes and new features of the New Insightly User Exp...

• Edited May 24, 2019 16:53
• 1 follower
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• 1 vote

1. Insightly Classic
2. [Insightly Classic] Getting Started

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. Custom fields help you create personalized r...

• Edited May 16, 2019 18:05
• 1 follower
• 0 comments
• -1 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly Administrators can edit default page layouts. If you are on a Professional or Enterprise plan, you can also create additional page layouts. With page layouts, you can change which fields ...

• Edited May 09, 2019 22:42
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• 0 comments
• -2 votes

1. Managing Your Records
2. Categories, Tags, and Custom Fields

Below are some examples of custom calculated fields and their use cases. This article focuses on the formulas that will help you implement time tracking. With custom calculated fields, you can crea...

• Edited May 08, 2019 21:18
• 1 follower
• 0 comments
• -1 votes

1. Getting Started in CRM
2. User Settings

Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update. This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...

• Edited May 08, 2019 17:49
• 1 follower
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• 3 votes

1. Managing Your Records
2. Individual Records

When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it. For example, if you are creating a new Contact you might also want to crea...

• Edited May 08, 2019 17:43
• 1 follower
• 0 comments
• 1 vote

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

Welcome to Insightly! When you log into Insightly, you'll see the Home page. There are two different types of data you can choose to display on this page: Dashboards and Recent Activity. Click the ...

• Edited May 02, 2019 19:33
• 1 follower
• 0 comments
• 25 votes