
Kourtney Stuthard
- Member since
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Enabling and disabling CRM or Marketing user licenses
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...
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How to convert a Prospect to a Lead
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...
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How to set a default sender for 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 ...
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- -1 votes
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Beginner's Guide for 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...
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Beginner's Guide for Admins
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...
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- 1 follower
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- -12 votes
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Sample import files
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.
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How to schedule an Email
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 ...
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How to enable Products, Price Books, and Quotations
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, ...
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Insightly plans and services
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 ...
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How to pause a Journey
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...
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