Kourtney Stuthard

1. Sales and Project Management
2. Products, Price Books, and Quotes

Quotes come with their own premade template available for creating PDFs. If you want to generate PDFs for other objects or if you just need multiple templates, you will need to create and upload yo...

• Edited June 06, 2019 00:14
• 1 follower
• 0 comments
• -2 votes

1. FAQ
2. Activities and Automation

Question Why can't I delete a Pipeline/Stage/Activity Set that is not in use? Answer Have you checked the deleted items in your recycle bin? If a record is deleted and sent to the Recycle Bin, it m...

• Edited June 04, 2019 01:03
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Account Administration & Billing

Question Can I freeze my paid account temporarily? Answer We cannot put a hold or freeze on an account. We do have a free plan that you can downgrade to if you plan to return to Insightly at a late...

• Edited June 04, 2019 01:01
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Account Administration & Billing

Question I was charged for more users than I should have been. Why did this happen? Answer You may have forgotten to adjust your billing information after deleting users. When you delete a user, yo...

• Edited June 04, 2019 00:38
• 1 follower
• 0 comments
• -2 votes

1. FAQ
2. Insightly

Question I have a paid account, but when I log in, a free trial account appears. Why is this happening? Answer It's possible that you may have created a second account on accident. When you create ...

• Edited May 31, 2019 22:16
• 1 follower
• 0 comments
• -2 votes

1. Email
2. Saving Email

Introduction What happens when I save an email message to Insightly? Using your Insightly mailbox address to save emails Sidebars and Add-ons What's the Insightly Sidebar for Outlook? What is t...

• Edited May 30, 2019 17:22
• 1 follower
• 0 comments
• 0 votes

1. Managing Your Records
2. Custom Objects

If you've created a custom object, you probably noticed that the related tab acts a little differently than the related tab on standard objects. Custom objects use lookup relationship fields to con...

• Edited May 30, 2019 16:55
• 1 follower
• 0 comments
• -2 votes

1. Getting Started in CRM
2. Insightly 101

CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's information - it's about who...

• Edited May 29, 2019 22:08
• 4 followers
• 0 comments
• 31 votes

1. Importing & Exporting
2. Exporting

You can export your Insightly records to create a reference, a backup, or for importing your data into another program. You can also export data from a custom report.  You can export: Contacts and...

• Edited May 29, 2019 21:17
• 2 followers
• 0 comments
• -8 votes

1. Managing Your Records
2. Categories, Tags, and Custom Fields

To start adding images to records, admins will need to create an image custom field and add it to their page layouts. To create an image custom field: Go to System Settings > Objects and Fields. ...

• Edited May 29, 2019 18:36
• 1 follower
• 0 comments
• -1 votes