Kourtney Stuthard

1. Insightly Marketing
2. Emails

When you are exploring the most effective ways to garner a Prospect's interest in your business, email performance is key. Knowing what techniques your customers will respond to can help you decid...

• Edited December 10, 2020 19:02
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1. Insightly Marketing
2. Insightly Marketing Integrations

Connecting Insightly to Zapier automates repetitive processes, such as creating and tracking new Contacts, assigning tasks to your team, creating calendar events, and more. This feature can be use...

• Edited December 08, 2020 23:42
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1. What's New?
2. Updates and New Features

Mobile Tasks - Alternative View: Users can now choose between Compact or List View for Tasks. List Views - Sorting: Users can now select sort fields and directions for List Views independently of ...

• Edited December 08, 2020 00:17
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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. Managing Your Records
2. Custom Objects

Importing with custom objects isn't drastically different from importing with standard objects. However, there are a few steps to take before you can import records into a custom object. If you're ...

• Edited December 04, 2020 23:21
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1. Managing Your Records
2. Custom Objects

If you've created a custom object, you probably noticed that the Related tab acts a little differently than the Related tab on standard objects. Custom objects use lookup relationship fields to con...

• Edited December 04, 2020 23:20
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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 December 04, 2020 23:19
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Tracking what you sell shouldn't be a complicated process. Products and Price Books are great for businesses that offer multiple items or services and sell them at varying prices. Plans Defini...

• Edited December 04, 2020 23:13
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1. Sales and Project Management
2. Lead Managment

If your sales team qualifies Leads before closing sales Opportunities, they will want to use Insightly's Leads records to manage the qualification process. How Leads work Enabling or disabling the...

• Edited December 04, 2020 23:11
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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 December 04, 2020 23:05
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