
Kourtney Stuthard
- Member since
- Total activity 1055
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How to use A/B and Multivarient Test 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...
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How to use Insightly's Zapier integration
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...
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- 1 follower
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- 1 vote
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November 2020
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 ...
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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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How to import with 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 ...
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How to use lookup relationship fields with 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...
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Customizing Contact management
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...
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What are Products and Price Books?
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...
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Customizing your account for Lead management
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...
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How to create a new record from the Lookup dropdown field
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...
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