Kourtney Stuthard

1. Sales and Project Management
2. Products, Price Books, and Quotes

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 ...

• Edited April 24, 2020 21:05
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1. Managing Your Records
2. 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...

• Edited May 21, 2020 00:36
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1. Getting Started in CRM
2. Sign up & Log In

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 ...

• Edited January 15, 2021 23:48
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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. Sales and Project Management
2. Sales Management

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...

• Edited January 08, 2021 17:32
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1. Connecting to Other Apps
2. Accounting Software

An administrator with an Intuit login can connect Insightly to the QuickBooks Online accounting program. This will allow you to display customer summaries and the status of individual invoices, pay...

• Edited September 10, 2020 20:00
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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 December 04, 2020 23:01
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1. Insightly Marketing
2. Insightly Marketing Integrations

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...

• Edited December 08, 2020 23:42
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1. Managing Your Records
2. Individual 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...

• Edited November 20, 2020 19:03
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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 vote