
Kourtney Stuthard
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Why can't I see another user's Gmail/Outlook calendar events?
Question I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why? Answer External calendars will only display events for yourself and not other users
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How to create an Email template for use in a Journey
When configuring a Journey, you might want to add a step that will send an email to your Prospects. To do this, you will first need to create an Email template. You can use templates for One to One...
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Can I edit a standard field?
Question Can I edit a standard Insightly field? Is there any way I can edit a non-custom field? Answer No. You can create a custom field that is similar to the standard field, then update it to fit...
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- 2 votes
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Can I create a Contact, then create and link a new Organization from the mobile app?
Question Can I create a Contact, then create and link a new Organization from the mobile app? Answer Yes. Create the Contact. Go to the related section of the Contact. Click the plus icon in the t...
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Why can't I create a Task reminder for someone else?
Question Why can't I create a Task reminder for someone else? Answer Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...
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Why can't I create a Task reminder for myself?
Question Why can't I create a Task Reminder for myself? Answer A Task reminder will only appear after you’ve entered a Due Date.
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Dashboard Card Example #5: Project Pipeline Funnel
What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....
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Dashboard Card Example #4: New Business by Sales Rep
What this card is for: To see which members of your sales team are pulling in the most new business. New Business by Sales Rep Select the Horizontal Bar chart. Categories > User Responsible. Drag...
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Dashboard Card Example #3: Leads by Source
What this card is for: To understand which lead sources are successful and which sources should be reviewed. Leads by Source Select the Donut Graph. Categories > Lead Source. Drag Lead Source to D...
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Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year
What this card is for: This card will help you set a goal for your annual revenue and track the progress made by your team. Use this chart to measure your company’s performance for the current fisc...
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