Kourtney Stuthard

1. Insightly Marketing
2. General Information

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing use...

• Edited July 31, 2019 22:32
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1. Insightly Marketing
2. Folders

A folder can only be deleted when there are no records within that folder and it is not a parent to any subfolders. You will need to move your records into a new folder before you can move forward ...

• Edited July 31, 2019 20:05
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1. Insightly Marketing
2. Journeys

Cloning a Journey makes it simple to recreate and edit a Journey you've already created, without having to make changes to the original Journey or create it again from scratch. To clone a Journey: ...

• Edited July 29, 2019 20:08
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1. Insightly Marketing
2. Journeys

If a Journey is currently running, you will not be able to delete it. You must pause it or stop it first. To delete a Journey: Go to Journeys. Find the Journey you need to delete and click the thr...

• Edited July 29, 2019 19:50
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1. Insightly Marketing
2. Journeys

You can stop a Journey at any time. If you stop a Journey, you will no longer have the option of running it again in the future. You will be able to clone it, however. To stop a Journey: Go to Jou...

• Edited July 29, 2019 19:46
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1. Insightly Marketing
2. Emails

There are two different editing options for Email templates. You can either edit the details of the template, such as the template type or the folder it lives in, or you can edit the formatting of ...

• Edited July 23, 2019 19:52
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

If you have an Android or iOS device, you can access the Insightly CRM Sidebar for Gmail from anywhere. You will need to install the Sidebar from your desktop browser first. To use the Sidebar from...

• Edited July 11, 2019 17:06
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

You can use your Insightly email templates when replying to emails in your Gmail inbox through the Sidebar. Templates can be used when replying to an email or when you compose a new email. The Side...

• Edited July 11, 2019 16:52
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can create a record for every product or service your business offers and assign it a standard price. Your admin will need to enable Products, Price Books, and Quotes first. You can edit Pro...

• Edited June 25, 2019 18:02
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1. FAQ
2. Custom Fields

Question  Do images in custom image fields count towards my data storage limits? Answer Yes, it will count towards your data storage limits. It will not count towards your record count limits, howe...

• Edited June 17, 2019 17:54
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