How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)?
To view the last time a record was updated, you need to create a List V...
Sorting through your records is easy with List Views. You can apply multiple filters to create a targeted view of your records.
With List Views, you can share lists with your team or create private...
I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why?
External calendars will only display events for yourself and not other users
What file types and sizes can be uploaded in an image custom field?
The accepted file types are:
The maximum file size is 5 MB.
Some of your Prospects may want to unsubscribe from Emails you send. Add an unsubscribe link to allow them to remove themselves from the List of Prospects that were sent the campaign.
To create an ...
When configuring a Journey, you might want to add a step that will send an email to your Prospects. To do this, you will first need to create an Email template.
You can use templates for One to One...
Can I edit a standard Insightly field? Is there any way I can edit a non-custom field?
No. You can create a custom field that is similar to the standard field, then update it to fit...
Can I create a Contact, then create and link a new Organization from the mobile app?
Create the Contact.
Go to the related section of the Contact.
Click the plus icon in the t...
Why can't I create a Task reminder for someone else?
Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...
Why can't I create a Task Reminder for myself?
A Task reminder will only appear after you’ve entered a Due Date.