Kourtney Stuthard

1. Insightly Marketing
2. Emails

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...

• Edited October 04, 2019 18:54
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Custom Fields

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...

• Edited October 02, 2019 22:20
• 1 follower
• 0 comments
• 2 votes

1. FAQ
2. Mobile

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...

• Edited October 02, 2019 22:13
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Activities and Automation

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...

• Edited October 02, 2019 21:34
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Activities and Automation

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.

• Edited October 02, 2019 21:30
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

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....

• Edited September 27, 2019 17:44
• 1 follower
• 0 comments
• 1 vote

1. Reporting & Dashboards
2. Dashboards

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...

• Edited September 27, 2019 17:44
• 1 follower
• 0 comments
• -1 votes

1. Reporting & Dashboards
2. Dashboards

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...

• Edited September 27, 2019 17:43
• 1 follower
• 0 comments
• -1 votes

1. Reporting & Dashboards
2. Dashboards

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...

• Edited September 27, 2019 17:43
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

What this card is for: This card will show you the state your Opportunities are in as a whole. Each slice of the Pie Graph represents a stage: Won, Lost, Suspended, or Abandoned. Opportunities by S...

• Edited September 27, 2019 17:43
• 1 follower
• 0 comments
• 0 votes