Records are the items in Insightly that contain the details of all your business' most important information.
A contact record, for example, represents one person - they might be a prospective cust...
Ready to start using Insightly? We're here to help you with the first steps. Here are a few things you'll want to think about before you begin.
Know where to find help
If you're reading this articl...
Users on paid accounts can log their phone calls through the Insightly mobile app. Just make a call and Insightly will create a new record that contains important details about the call.
How to log...
You can enable or disable Insightly's call logging feature through the settings page. Call logging will be enabled by default.
To enable or disable call logging
Go to Settings.
Tap Call Logging.
From productivity to sales, Insightly offers dozens of integrations to connect, automate, and simplify your CRM. You can share information from multiple different platforms to Insightly.
Here are s...
To delete a List View:
Click on an object. For this example, I will use Contacts.
Go to the List View that you want to delete.
Click the gear icon and select Delete.
A warning will appear. Click OK.
When you have two dropdown fields that relate to one another, you might want the field selection of the first to determine which fields appear in the second. You can do this with Field Dependencie...
This article is part of the Guide to Insightly Dashboards
Learn how to build your own dashboards.
What's the Insightly Sidebar for Outlook?
What are the requirements for the Outlook sidebar?
Video: Insightly Sidebar for Outlook
Installing and Removing the Sidebar
How to install...
A video guide on using the Insightly Sidebar for Outlook.