Kourtney Stuthard

1. What's New?
2. Updates and New Features

New Features Opportunities - Stage Duration table: The Stage Duration table provides a detailed overview of the Opportunity's progress, from which pipeline is being used to the user that made the ...

• Edited February 25, 2020 21:34
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1. Reporting & Dashboards
2. Reporting Basics

The Opportunity Stage Duration Report is a specialized report that helps you understand how your Opportunities are progressing by tracking how long they spend in each pipeline stage. This report di...

• Edited February 20, 2020 18:40
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1. FAQ
2. Managing your records

Question I need to add a column on the page where I view all of my records, how do I do this? Answer To add a column to your list view, you will need to create a custom list view. You cannot add a ...

• Edited February 12, 2020 22:35
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1. Reporting & Dashboards
2. Reporting Basics

If your Custom Object is connected to another object through a lookup relationship field, you can add that object's fields to the Custom Object report. To add the lookup relationship fields Go to ...

• Edited February 12, 2020 22:15
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1. Reporting & Dashboards
2. Building Reports

When building a report, you may want to group records by a specific date or time. For example, you might want to review Opportunities won in the last year, month over month. To do this, you will ne...

• Edited February 12, 2020 22:14
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1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited February 12, 2020 17:55
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1. Getting Started in CRM
2. User Settings

Each user can adjust their settings so that the formatting of their records and reports match their own region's date, time, and numerical formatting. Once updated, these settings will only change ...

• Edited February 06, 2020 23:25
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Quote PDFs support any Quote fields. These PDFs can also support Product standard and custom fields. You will need to upload your own template that includes the field names that you need to be incl...

• Edited January 27, 2020 22:58
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1. Insightly Marketing
2. Forms

You can edit the details of your Form Handler, such as the fields that are mapped to your form. You can also edit the Finish Actions that occur when a form is submitted. To edit the details: Open ...

• Edited December 20, 2019 21:12
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1. Getting Started in CRM
2. Insightly 101

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...

• Edited December 09, 2019 23:39
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