Kourtney Stuthard

1. Insightly Marketing
2. Lists

If you have too many Prospects on a List, you can split the original list into several new lists with the Prospects divided across them. You can create up to 10 new lists. The original List record ...

• Edited August 01, 2019 16:40
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1. Insightly Marketing
2. General Information

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing use...

• Edited July 31, 2019 22:32
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1. Insightly Marketing
2. Folders

A folder can only be deleted when there are no records within that folder and it is not a parent to any subfolders. You will need to move your records into a new folder before you can move forward ...

• Edited July 31, 2019 20:05
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1. Insightly Marketing
2. Journeys

Cloning a Journey makes it simple to recreate and edit a Journey you've already created, without having to make changes to the original Journey or create it again from scratch. To clone a Journey: ...

• Edited July 29, 2019 20:08
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1. Insightly Marketing
2. Journeys

If a Journey is currently running, you will not be able to delete it. You must pause it or stop it first. To delete a Journey: Go to Journeys. Find the Journey you need to delete and click the thr...

• Edited July 29, 2019 19:50
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1. Insightly Marketing
2. Journeys

You can stop a Journey at any time. If you stop a Journey, you will no longer have the option of running it again in the future. You will be able to clone it, however. To stop a Journey: Go to Jou...

• Edited July 29, 2019 19:46
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1. Insightly Marketing
2. Journeys

Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...

• Edited July 29, 2019 18:05
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1. Insightly Marketing
2. Lists

Dynamic List Rules are used to set the criteria that a List will filter Prospects by. For instance, if you need a list that contains only customers from Australia, you would create a rule that woul...

• Edited July 29, 2019 17:39
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1. Insightly Marketing
2. Emails

There are two different editing options for Email templates. You can either edit the details of the template, such as the template type or the folder it lives in, or you can edit the formatting of ...

• Edited July 23, 2019 19:52
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

If you have an Android or iOS device, you can access the Insightly CRM Sidebar for Gmail from anywhere. You will need to install the Sidebar from your desktop browser first. To use the Sidebar from...

• Edited July 11, 2019 17:06
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• 1 vote