
Kourtney Stuthard
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Can our users be on different plan levels?
Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.
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How to create a Price Book
Insightly features a Standard Price Book that contains the prices that each of your Products are normally sold at. Users can also create additional Price Books to reflect discounts or other price ...
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What are Custom Objects?
You're probably familiar with Insightly's standard objects - they contain all of your records. From Contacts to Organizations, objects store critical information. While our standard objects are ve...
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Before you create an account
Google has renamed G Suite to Google Workplace. Ready to start using Insightly? Let's learn about the different types of accounts you can set up. When creating an account, you have two options: G ...
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Video: How to Build Dashboard Cards
This article is part of the Guide to Insightly Dashboards Learn how to build your own dashboards.
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How to create an Opportunity
Opportunities are typically created by converting Leads, but there will be times when you'll need to create a single Opportunity outside a common sales process. How to add a new Opportunity Adding...
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How to create a custom field
You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a Page Layout, where you can create sections to group your f...
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How to use Insightly's Zapier integration
Connecting Insightly to Zapier automates repetitive processes, such as creating and tracking new Contacts, assigning tasks to your team, creating calendar events, and more. This feature can be use...
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How to clone Standard and Custom Object records
Insightly users can clone any of of their records. Cloning a record allows users to quickly duplicate a record, while keeping the original intact. For example, if two Contacts work for the same com...
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How to rename standard objects
You're probably familiar with objects - they contain and organize all of your records. Insightly’s standard objects are any objects that were created by Insightly, like Contacts or Opportunities. T...
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