Kourtney Stuthard

1. Getting Started in CRM
2. Beginner's Guide: Admin

To manage your Insightly subscription, open the profile menu and select Billing & Account. This option will only appear to administrators. Account statistics The next screen that appears will disp...

• Edited September 26, 2019 00:24
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards If you don't know where to start with dashboards, look no further than our Standard Dashboards. Every account, regardless of your payment p...

• Edited September 26, 2019 00:21
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1. Managing Your Records
2. Custom Apps

Sharing your CRM with every person in the company can get crowded. Administrators can use Custom Apps to create an Insightly experience that is tailored to fit each team. Completely separate from...

• Edited September 26, 2019 00:20
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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 September 26, 2019 00:17
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly has powerful customization features for fitting your CRM to your business. Two of the most beneficial of these features are custom fields and page layouts. Custom fields are administrator...

• Edited September 26, 2019 00:16
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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 September 26, 2019 00:16
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1. Insightly Marketing
2. Emails

Users can add their own custom HTML blocks to their Email templates. If you have coding you use regularly or just want to create some for your Email campaigns, you can do so in Insightly Marketing....

• Edited September 25, 2019 20:04
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1. Insightly Marketing
2. Reporting for Marketing

In order to export data from your Insightly account, your Insightly administrator must enable this option for you. You can use your report's raw data to a file that can be used to manipulate the in...

• Edited September 25, 2019 17:17
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1. Insightly Marketing
2. Emails

Adding your social media links to an Email template can help you increase engagement with your Prospects. Start by creating a new Email or a new Email template. You can also edit an existing templa...

• Edited September 24, 2019 23:32
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1. Insightly Marketing
2. Emails

This article will show you everything you can do with your images in our Email building tool - from adding pictures to customizing the appearance and placement of your content. Start by creating a ...

• Edited September 24, 2019 19:52
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