Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.
Custom fields help you create personalized r...
Below are some examples of custom calculated fields and their use cases. This article focuses on the formulas that will help you implement time tracking.
With custom calculated fields, you can crea...
Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update.
This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...
Welcome to Insightly!
When you log into Insightly, you'll see the Home page.
There are two different types of data you can choose to display on this page: Dashboards and Recent Activity. Click the ...
Insightly's Guides are designed to give you the knowledge to get the most out of your CRM.
Security and Permissions Gu...
As you've started to learn about Insightly, you will have come across the term "objects." Objects are the types of records you'll add to Insightly - all of your business's most important informatio...
As you've started to learn about Insightly, you may have come across the terms objects, records, and fields. So, what are they?
The items in the navigation bar on the left of Insightly are examples...
Can I create a Quote on the Insightly mobile app?
No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.
Does the Opportunity currency field support decimal prices?
Do Quote quantity fields support fractional quantities?