Kourtney Stuthard

1. Insightly Marketing
2. Lists

If you have too many Prospects on a List, you can split the original list into several new lists with the Prospects divided across them. You can create up to 10 new lists. The original List record ...

• Edited August 01, 2019 16:40
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1. Insightly Marketing
2. Connecting CRM

If you are using Insightly CRM in addition to Insightly Marketing Automation, you can connect the two so that any records that share data are updated in sync with one another. The Insightly CRM Con...

• Edited August 01, 2019 16:23
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1. Insightly Marketing
2. General Information

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing use...

• Edited July 31, 2019 22:32
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1. Insightly Marketing
2. Folders

A folder can only be deleted when there are no records within that folder and it is not a parent to any subfolders. You will need to move your records into a new folder before you can move forward ...

• Edited July 31, 2019 20:05
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1. Insightly Marketing
2. General Information

To add or delete users from Insightly Marketing Automation, you must be an Administrator. To add users: Go to System Settings > User List. To add or invite a new user, click Add New User.  There a...

• Edited July 30, 2019 20:26
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1. For Insightly Eyes Only
2. Draft articles

With User Settings, you can personalize Insightly to fit your preferences and needs. Your administrator can also modify some of these settings for you through the System Settings > Users page. Let'...

• Edited July 29, 2019 22:31
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1. Insightly Marketing
2. Journeys

Cloning a Journey makes it simple to recreate and edit a Journey you've already created, without having to make changes to the original Journey or create it again from scratch. To clone a Journey: ...

• Edited July 29, 2019 20:08
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1. Insightly Marketing
2. Journeys

If a Journey is currently running, you will not be able to delete it. You must pause it or stop it first. To delete a Journey: Go to Journeys. Find the Journey you need to delete and click the thr...

• Edited July 29, 2019 19:50
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1. Insightly Marketing
2. Journeys

You can stop a Journey at any time. If you stop a Journey, you will no longer have the option of running it again in the future. You will be able to clone it, however. To stop a Journey: Go to Jou...

• Edited July 29, 2019 19:46
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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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