Kourtney Stuthard

1. Getting Started in CRM
2. Sign up & Log In

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 Suite: You can create an account through G Suite...

• Edited August 06, 2019 18:15
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1. Other Videos
2. Other Videos

This article is part of the Guide to Insightly Dashboards Learn how to build your own dashboards.

• Edited March 05, 2018 16:59
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

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...

• Edited July 10, 2020 16:28
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1. Administration, Permissions, & Billing
2. Customizing Your Account

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...

• Edited May 04, 2020 23:45
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1. What's New?
2. Updates and New Features

New Features Opportunities - Stage Duration table: The Stage Duration table provides a detailed overview of the Opportunity's progress, from which pipeline is being used to the user that made the ...

• Edited February 25, 2020 21:34
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1. Insightly Marketing
2. Forms

Form Handlers collect data from your forms, then automatically create or update records within Insightly Marketing. How to use How to create a Form Handler How to add Finish Actions Connecting the...

• Edited September 16, 2020 22:59
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1. Getting Started in CRM
2. User Settings

In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...

• Edited October 30, 2019 23:08
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1. Insightly Marketing
2. Lists

Email test Lists are used to send an Email to your coworkers that you intend to send out to your Prospects later. Sending the Email through your test List first gives you and anyone on the List the...

• Edited September 04, 2020 22:48
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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 14, 2020 17:48
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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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