Kourtney Stuthard

1. What's New?
2. Updates and New Features

New Features Opportunities - Stage Duration table: The Stage Duration table provides a detailed overview of the Opportunity's progress, from which pipeline is being used to the user that made the ...

• Edited February 25, 2020 21:34
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1. Insightly Marketing
2. Forms

Form Handlers collect data from your forms, then automatically create or update records within Insightly Marketing. How it works Tracking events How to create a Form Handler Error pages and...

• Edited February 19, 2021 20:05
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1. Getting Started in CRM
2. User Settings

In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...

• Edited October 01, 2020 20:02
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1. Insightly Marketing
2. Insightly Marketing Integrations

Overview The Insightly Marketing Zoom integration makes it easy to track Zoom activity for your Prospects within Insightly Marketing.   Automatically create a Prospect record when someone register...

• Edited October 09, 2020 18:38
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1. Insightly Marketing
2. General Information

Admins can add their email sending domains in Insightly Marketing to strengthen the authentication of outgoing Emails. Have your SPF or DKIM email authentication protocols ready for this process. ...

• Edited December 07, 2020 21:06
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1. Insightly Marketing
2. Lists

Email test Lists are used to send an Email to your coworkers that you intend to send out to your Prospects later. Sending the Email through your test List first gives you and anyone on the List the...

• Edited September 04, 2020 22:48
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1. Insightly Marketing
2. Lists

Adding Prospects to static Lists is a manual process. Unlike dynamic lists, Prospects on static Lists are added and removed directly by the user. How to add via bulk editing Adding individual P...

• Edited November 20, 2020 19:03
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1. Insightly Marketing
2. Prospects

In Insightly Marketing, you will create Lists with filtered criteria to organize your Prospects. This is not only used for the recipients of your marketing activities - these Lists will be useful f...

• Edited August 01, 2019 20:03
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1. Insightly Marketing
2. Journeys

Journeys can help you fully automate your marketing activities, but first, you'll need to set one up! A Journey can be as simple or complex as you need. First, you will create a Journey record, whe...

• Edited September 23, 2020 18:11
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1. Insightly Marketing
2. Journeys

Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...

• Edited February 19, 2021 21:10
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