Kourtney Stuthard

1. Insightly Marketing
2. Prospects

Cloning a Prospect will create a new Prospect with the same details as the original. For example, if you're adding multiple Prospects for the same company, you can create the first Prospect and th...

• Edited August 01, 2019 19:27
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1. Insightly Marketing
2. Emails

If you want to reuse an Email you've created, but need to keep the original intact, you can clone it. To clone an Email: Go to Emails.  Find the Email and click the 3-dot menu. Select Clone This E...

• Edited August 01, 2019 19:03
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1. Insightly Marketing
2. General Information

Marketing Automation is software that allows users to optimize their marketing activities. Like the name suggests, it is used to automate the repetitive tasks in your process. It uses your prospect...

• Edited August 01, 2019 18:04
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1. Insightly Marketing
2. Lists

When editing Lists, users can update the name, description, Folder, archive date, if the list is public, and if the list is visible in Insightly CRM.  The main editing screen will not affect the Pr...

• Edited August 01, 2019 17:07
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1. Insightly Marketing
2. Lists

If you have too many Prospects on a List, you can split the original list into several new lists with the Prospects divided across them. You can create up to 10 new lists. The original List record ...

• Edited August 01, 2019 16:40
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1. Insightly Marketing
2. General Information

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing use...

• Edited July 31, 2019 22:32
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1. Insightly Marketing
2. Folders

A folder can only be deleted when there are no records within that folder and it is not a parent to any subfolders. You will need to move your records into a new folder before you can move forward ...

• Edited July 31, 2019 20:05
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1. Insightly Marketing
2. Journeys

Cloning a Journey makes it simple to recreate and edit a Journey you've already created, without having to make changes to the original Journey or create it again from scratch. To clone a Journey: ...

• Edited July 29, 2019 20:08
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1. Insightly Marketing
2. Journeys

If a Journey is currently running, you will not be able to delete it. You must pause it or stop it first. To delete a Journey: Go to Journeys. Find the Journey you need to delete and click the thr...

• Edited July 29, 2019 19:50
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1. Insightly Marketing
2. Journeys

You can stop a Journey at any time. If you stop a Journey, you will no longer have the option of running it again in the future. You will be able to clone it, however. To stop a Journey: Go to Jou...

• Edited July 29, 2019 19:46
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