Kourtney Stuthard

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
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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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1. Insightly Marketing
2. Journeys

After you've configured your Journey, you'll be ready to start running it. A Journey will not run unless you have set it to. Your recipients will not start their Journey until it has started runnin...

• Edited August 01, 2019 21:49
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1. Insightly Marketing
2. Prospects

In Insightly Marketing, you will create Lists with filtered criteria to organize your Prospects. This is not only used for the recipients of your marketing activities - these Lists will be useful f...

• Edited August 01, 2019 20:03
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1. Insightly Marketing
2. Prospects

Users can edit their Prospects to update their information and scoring. Adding the most up-to-date information to a Prospect will help ensure they end up on the correct Lists. Insightly can automat...

• Edited August 01, 2019 19:41
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1. Insightly Marketing
2. Prospects

Prospects can be deleted at any time. To delete a Prospect: Open the Prospect. Click the Actions dropdown and select Delete This Prospect. A warning will appear. Click Delete. You will receive a ...

• Edited August 01, 2019 19:37
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