Kourtney Stuthard

1. Administration, Permissions, & Billing
2. Managing Your Users

Removing a user's license will disable their access to CRM or Marketing but won't require you to reassign anything they were responsible for. Each user must be assigned at least one license. The us...

• Edited September 06, 2019 17:24
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1. Insightly Marketing
2. Journeys

Your Prospects from Insightly Marketing can be converted into Leads in Insightly CRM. There are two ways to do this: From an individual Prospect's Action menu. By adding a step in a Journey that a...

• Edited August 28, 2019 18:36
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1. Insightly Marketing
2. Emails

Insightly administrators can set a default email address to automatically populate the sender field of any Emails created. This is useful if you repeatedly use the same email address to correspond ...

• Edited August 21, 2019 22:14
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• -1 votes

1. Getting Started in CRM
2. Beginner's Guide: Users

Welcome to Insightly CRM!  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 i...

• Edited August 09, 2019 21:02
• 1 follower
• 0 comments
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Welcome to Insightly CRM!  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 i...

• Edited August 09, 2019 20:59
• 1 follower
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• -12 votes

1. Importing & Exporting
2. Importing

The links below allow you to download a sample CSV file for each Insightly object. They will give you an idea of how to set up a file before importing your records.

• Edited August 09, 2019 18:45
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1. Insightly Marketing
2. Emails

Once you've finished creating an Email template, the next step is to schedule a date and time to send it to your Prospects. There are two methods for scheduling an Email: During Email creation on ...

• Edited August 08, 2019 21:23
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Products, Price Books, and Quotations will need to be enabled by an Insightly administrator before they can appear in your navigation bar. To enable: Go to System Settings > Product, Price Book, ...

• Edited August 07, 2019 18:59
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly is dedicated to creating successful customers by offering flexible subscriptions and service plans. Users on higher tier plans get more features and can add more records, mass email, and ...

• Edited August 07, 2019 16:57
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1. Insightly Marketing
2. Journeys

If you need to suspend a running Journey, but want to run it again later, you can pause it. This is different from stopping a Journey - pausing a Journey means it can run again in the future, which...

• Edited August 01, 2019 21:57
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