Kourtney Stuthard

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 April 09, 2021 22:34
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1. Insightly Marketing
2. General Information

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...

• Edited August 01, 2019 18:04
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1. Insightly Marketing
2. Prospects

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...

• Edited October 10, 2019 17:39
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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. Getting Started in CRM
2. Beginner's Guide: Admin

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...

• Edited December 04, 2020 23:02
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1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited February 12, 2020 17:55
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1. FAQ
2. Products, Price Books, & Quotes

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.

• Created April 22, 2019 22:11
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1. FAQ
2. Mobile

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...

• Edited April 18, 2019 19:21
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1. Sales and Project Management
2. Products, Price Books, and Quotes

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...

• Edited September 02, 2020 21:53
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1. Reporting & Dashboards
2. Dashboards

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....

• Edited September 27, 2019 17:44
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