Kourtney Stuthard

1. Activities and Automation
2. Insightly Voice for Phone Calls

Once you've purchased Insightly Voice licenses, administrators will need to choose which users will receive them. If a user is not given a license, they will not be able to access the dialer. To as...

• Edited November 08, 2018 22:49
• 1 follower
• 0 comments
• -2 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

When using Insightly Voice, you may encounter these common issues. Try the troubleshooting steps below each issue to solve the problem. Can't make a call Make sure that Insightly Voice is online. ...

• Edited October 25, 2018 21:37
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

You can review any of the audio recordings made during Insightly Voice calls in your Phone records. You can enable and disable call recording at any time.  To review your call recordings:  Click t...

• Edited October 25, 2018 20:52
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

There are several methods of placing calls within Insightly Voice. To make a call from an existing record: Open a record that contains a phone number. Click on a phone number to open Insightly Voi...

• Edited October 25, 2018 19:23
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

To use the dialer, administrators will need to assign phone numbers to their team. There are two options: Add personal numbers to Insightly Voice.  Get a phone number right from Insightly. Verify...

• Edited October 25, 2018 17:12
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

The Edit Voice Number page enables Insightly Administrators to customize the settings of the numbers agents use when making or receiving calls. To edit Voice numbers: Go to System Settings > Voice...

• Edited October 25, 2018 16:59
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

With reports, you can identify all Insightly Voice calls that have been linked to an object.   Go to Reports and select an object and activity report. You can use this for any type of object, but ...

• Edited October 12, 2018 23:54
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer. The Call List contains any contacts, leads, and organizations you add and can ...

• Edited October 12, 2018 22:45
• 1 follower
• 0 comments
• 0 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

To have the highest quality experience with Voice, you must have the following: The Chrome or Firefox web browser. Insightly Voice is not supported on other browsers. A wired headset with a mic. W...

• Edited October 12, 2018 00:04
• 1 follower
• 0 comments
• 0 votes

1. Managing Your Records
2. Custom Objects

Introduction What are custom objects? Create Custom Objects How to create a custom object How to use the related tab on a custom object Edit Custom Objects How to edit a custom object Delete...

• Edited September 27, 2018 21:44
• 1 follower
• 0 comments
• 0 votes