Kourtney Stuthard

1. Getting Started in CRM
2. Sign up & Log In

Google has renamed G Suite to Google Workplace. Ready to start using Insightly? Let's learn about the different types of accounts you can set up. When creating an account, you have two options: G ...

• Edited January 15, 2021 23:48
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1. Sales and Project Management
2. Sales Management

Opportunities are typically created by converting Leads, but there will be times when you'll need to create a single Opportunity outside a common sales process. How to add a new Opportunity Adding...

• Edited January 08, 2021 17:32
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1. Insightly Marketing
2. Files

A Redirect Link is an object type in Insightly Marketing that helps users track who is clicking links on their own site or on a third-party website. This could be a link in a banner adverti...

• Edited January 08, 2021 17:32
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1. Getting Started in CRM
2. Mobile Apps

The Insightly Mobile apps helps users record important data while on the go. The mobile apps for iPhone and Android have been designed as companions to Insightly and share many of the same features...

• Edited December 17, 2020 22:27
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1. FAQ
2. Insightly

Policy Changes for Inactive Accounts Starting February 2, 2021, gratis Insightly accounts (free plans) that have been inactive for at least 1 year (365 days) will receive an email notice that their...

• Edited December 17, 2020 01:41
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1. Administration, Permissions, & Billing
2. Managing Your Subcription

While we understand that Insightly isn't the perfect solution for everyone, we're sorry to see you go. Below you'll find instructions for deleting your Insightly account. Tip All of your content w...

• Edited December 17, 2020 01:41
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards What is the difference between a Dashboard and a Dashboard Card? Dashboards are where dashboard cards live, and each Dashboard Card contain...

• Edited December 15, 2020 21:33
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1. Insightly Marketing
2. Prospects

When working with Prospects, it's important to mark their interest in your business appropriately to keep your reputation healthy.  Each Prospect has five different fields that can be used to manag...

• Edited December 11, 2020 02:20
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1. Insightly Marketing
2. Emails

An A/B Test Email allows you to test one variable, like the subject line or send time, with up to three variations. For example, you may want to test two subject lines to see what Prospects are mor...

• Edited December 10, 2020 19:03
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1. Insightly Marketing
2. Emails

A Multivariant Test Email allows you to test up to three variables, with up to eight variations, in a single email test campaign. For example, you may want to test two subject lines and two variati...

• Edited December 10, 2020 19:03
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