
Kourtney Stuthard
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What is Marketing Automation?
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...
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How to create a Prospect
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...
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What are 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...
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System Settings
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...
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Can I create a Quote on the Insightly mobile app?
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.
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Can I use the Insightly mobile app offline?
Question Can I use the Insightly mobile app offline? Answer Unfortunately, the Insightly mobile app does not support offline functionality, so it will only work when you're on a cellular data conne...
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How to assign a Price Book to an Opportunity
After you've created your Products and Price Books, you will need to connect them to your Opportunities before you can start generating Quotes. Start by assigning a Price Book to an Opportunity. I...
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Dashboard Card Example #5: Project Pipeline Funnel
What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....
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The Guide to Insightly Voice
Introduction What is Insightly Voice? What are the requirements for Insightly Voice? Insightly Voice Basics Setting Up How to assign Insightly Voice licenses Customizing your Insightly Voice nu...
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What are Quotes?
When a Prospect lets you know that they are seriously interested in your business, congratulations! You've proved the value of your products and services. Your work doesn't end there, however. Cus...
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