Kourtney Stuthard

1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly is dedicated to creating successful customers by offering flexible subscriptions and service plans. Users on higher tier plans get more features and can add more records, mass email, and ...

• Edited August 07, 2019 16:57
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Ready to start using Insightly? We're here to help you with the first steps. Here are a few things you'll want to think about before you begin. Know where to find help If you're reading this articl...

• Edited July 20, 2018 23:33
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1. Connecting to Other Apps
2. G Suite

You can disable Insightly's access to Google Contact Sync, Google Calendar Sync, and Google Drive by disabling the connection to Google in your user settings. Disabling your Google API key: Go to ...

• Edited October 24, 2019 22:54
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1. Account Administration & Billing
2. Customizing Your Account

What do you do when you can't find the fields you need because the page is overloaded with fields? Look no further than page layouts. With page layouts, you can: Reorganize fields on the page Mak...

• Edited June 10, 2019 21:09
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards After you've started creating your Dashboards and Dashboard Cards, you'll want to organize everything to get to the data you need quickly. ...

• Edited November 29, 2018 20:28
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

If you have an Android or iOS device, you can access the Insightly CRM Sidebar for Gmail from anywhere. You will need to install the Sidebar from your desktop browser first. To use the Sidebar from...

• Edited July 11, 2019 17:06
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1. Managing Your Records
2. List Views

Sorting through your records is easy with List Views. You can apply multiple filters to create a targeted view of your records. With List Views, you can share lists with your team or create private...

• Edited October 09, 2019 19:06
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1. Sales and Project Management
2. Webforms

If you've created a Web to Contact or Web to Lead webform, you'll want to make some of the fields they're filling out required. For example, making an email address required will allow you to conta...

• Edited November 19, 2019 01:23
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1. Insightly Marketing
2. Emails

You're probably familiar with our powerful Email building tool. It's great for sending campaigns out to many of your Prospects at once.  It's also possible to use this tool for sending an Email to ...

• Edited November 19, 2019 17:56
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1. Getting Started in CRM
2. User Settings

In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...

• Edited October 28, 2019 20:29
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