Kourtney Stuthard

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 April 28, 2020 16:40
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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 July 29, 2019 18:05
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1. Insightly Marketing
2. General Information

Marketing Automation is software that allows users to optimize their marketing activities. Like the name suggests, it is used to automate the repetitive tasks in your process. It uses your prospect...

• Edited August 01, 2019 18:04
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1. Insightly Marketing
2. Prospects

Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade th...

• Edited October 10, 2019 17:39
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1. Insightly Marketing
2. Prospects

Prospects are the people you are targeting with your marketing efforts. Prospects can come from many types of sources, depending on your business. For example, a Prospect could be someone who signe...

• Edited April 28, 2020 16:57
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Contacts are people who are directly associated with your business. Whether they're someone you work with, someone you're selling to, or someone you provide services to, contacts are integral to yo...

• Edited July 02, 2019 19:50
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account. To view the System Settings page, click the profile menu and select S...

• Edited July 02, 2019 19:47
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1. Managing Your Records
2. Individual Records

When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it. For example, if you are creating a new Contact you might also want to crea...

• Edited May 08, 2019 17:43
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I create a Quote on the Insightly mobile app? Answer No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.

• Created April 22, 2019 22:11
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