What objects can I use when creating reports in Insightly?
You can create reports from the following objects:
Can I change the stage of a pipeline from the mobile app?
Yes, you can update the stage of a pipeline in a Project or Opportunity from the Insightly mobile app.
Open the Project or...
When are custom calculated field values actually calculated?
Custom calculated field values are calculated instantly.
If you want to learn more about creating custom calculated fiel...
What is the Standard Price Book used for?
The Standard Price Book lists the prices that each of your Products are normally sold at. Create additional Price Books to reflect discount...
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.
There are several ways to delete data in Ins...
What this card is for: To see which members of your sales team are pulling in the most new business.
New Business by Sales Rep
Select the Horizontal Bar chart.
Categories > User Responsible. Drag...
What this card is for: To understand which lead sources are successful and which sources should be reviewed.
Leads by Source
Select the Donut Graph.
Categories > Lead Source. Drag Lead Source to D...
Understanding data visualization is a big part of making your dashboards work for you. Beyond choosing the right chart, it isn’t always apparent to beginners which fields need to be used to get ins...
Products, Price Books, and Quotations will need to be enabled by an Insightly administrator before they can appear in your navigation bar.
Go to System Settings > Product, Price Book, ...
To start adding images to records, admins will need to create an image custom field and add it to their Page Layouts.
To create an image custom field:
Go to System Settings > Objects and Fields.