Kourtney Stuthard

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

New Features Insightly Marketing - Prospect Scoring: Insightly Marketing gives users the ability to track Prospect engagement with their brand by assigning points to every action a Prospect might t...

• Edited March 12, 2021 00:41
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1. Activities and Automation
2. Workflow Automation

To get your Lambda function up and running in Insightly, you'll need to create the function, then set the trigger for it. There are two types of triggers: A timed trigger which runs the function ...

• Edited March 02, 2021 17:48
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards Dashboard cards are the individual charts and graphs that populate your Dashboards. You can display several different cards on each Dashbo...

• Edited February 19, 2021 21:49
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web. How to create a Landing Page Tem...

• Edited February 19, 2021 20:51
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1. Insightly Marketing
2. Lists

Lists are containers for groups of Prospects. The Prospects that fill a List are generated based on conditions or criteria set by a user. Lists can be used as recipient Lists or suppression Lists f...

• Edited February 19, 2021 20:44
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1. Administration, Permissions, & Billing
2. Customizing Your Account

If you have trouble finding fields in your record because the page is disorganized or overloaded with fields, Page Layouts allow you to rearrange and declutter the layout of your records. Plans ...

• Edited February 19, 2021 20:23
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1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly Administrators on any plan can edit default Page Layouts. If you are on a Professional or Enterprise plan, you can create additional Page Layouts. When using Simple Permissions, your upda...

• Edited February 19, 2021 20:22
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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. 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 February 19, 2021 19:57
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1. Insightly Marketing
2. Lists

Dynamic List Rules are used to set the Prospect, Lead, and Contact criteria that a Dynamic List will filter by in order to add them to the List. For instance, if you need a List that contains only ...

• Edited February 19, 2021 19:41
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