When configuring a Journey, you might want to add a step that will send an email to your Prospects. To do this, you will first need to create an Email template.
You can use templates for One to One...
Can I edit a standard Insightly field? Is there any way I can edit a non-custom field?
No. You can create a custom field that is similar to the standard field, then update it to fit...
Can I create a Contact, then create and link a new Organization from the mobile app?
Create the Contact.
Go to the related section of the Contact.
Click the plus icon in the t...
Why can't I create a Task reminder for someone else?
Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...
Why can't I create a Task Reminder for myself?
A Task reminder will only appear after you’ve entered a Due Date.
What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....
What this card is for: To see which members of your sales team are pulling in the most new business.
New Business by Sales Rep
Select the Horizontal Bar chart.
Categories > User Responsible. Drag...
What this card is for: To understand which lead sources are successful and which sources should be reviewed.
Leads by Source
Select the Donut Graph.
Categories > Lead Source. Drag Lead Source to D...
What this card is for: This card will help you set a goal for your annual revenue and track the progress made by your team. Use this chart to measure your company’s performance for the current fisc...
What this card is for: This card will show you the state your Opportunities are in as a whole. Each slice of the Pie Graph represents a stage: Won, Lost, Suspended, or Abandoned.
Opportunities by S...