Kourtney Stuthard

1. Insightly Marketing
2. Reporting for Marketing

When your report includes a numeric field, you can include a calculated summary row to display the sum, average, count, and minimum or maximum of the values in that column. The summary field will b...

• Edited September 23, 2019 19:04
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1. Insightly Marketing
2. Lists

Adding Prospects to static Lists is a manual process. Unlike dynamic lists, Prospects on static Lists are added and removed directly by the user. The simplest way to do this is to use List Views to...

• Edited August 01, 2019 17:29
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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

Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade th...

• Edited October 10, 2019 17:39
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...

• Edited July 02, 2019 20:01
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Contacts are people who are directly associated with your business. Whether they're someone you work with, someone you're selling to, or someone you provide services to, contacts are integral to yo...

• Edited July 02, 2019 19:50
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account. To view the System Settings page, click the profile menu and select S...

• Edited July 02, 2019 19:47
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1. Managing Your Records
2. Individual Records

When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it. For example, if you are creating a new Contact you might also want to crea...

• Edited May 08, 2019 17:43
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1. Getting Started in CRM
2. Beginner's Guide: 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...

• Edited August 09, 2019 21:02
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I create a Quote on the Insightly mobile app? Answer No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.

• Created April 22, 2019 22:11
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