
Kourtney Stuthard
- Member since
- Total activity 1055
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February 2020
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 ...
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How to create a Form Handler
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...
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How to reauthenticate your Google integrations
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...
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Using Insightly Marketing's Zoom Integration
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...
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How to add an Email Sending Domain to Insightly Marketing
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. ...
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Adding Prospects to email test 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...
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How to add Prospects to static 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...
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How to suppress 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...
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How to configure a Journey
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...
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What are 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 ...
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