Kourtney Stuthard

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
• 1 follower
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• 1 vote

1. Activities and Automation
2. Insightly Voice for Phone Calls

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...

• Edited January 17, 2019 18:36
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• 0 comments
• 1 vote

1. Sales and Project Management
2. Products, Price Books, and 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...

• Edited September 09, 2020 21:20
• 1 follower
• 0 comments
• 1 vote

1. Managing Your Records
2. Custom Apps

Custom apps can be created by Insightly administrators on the Enterprise subscription plan. How to create a custom app Go to System Settings > Custom Apps. Click New Custom App. Enter the name of ...

• Edited December 10, 2019 21:18
• 1 follower
• 0 comments
• 1 vote

1. Getting Started in CRM
2. Mobile Apps

You can enable or disable Insightly's call logging feature through the settings page. Call logging will be enabled by default. To enable or disable call logging Go to Settings. Tap Call Logging. T...

• Edited July 17, 2018 23:13
• 1 follower
• 0 comments
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1. Getting Started in CRM
2. Mobile Apps

Users on paid accounts can log their phone calls through the Insightly mobile app. Just make a call and Insightly will create a new record that contains important details about the call. How to log...

• Edited July 18, 2018 21:04
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• 0 comments
• 1 vote

1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

You can use your Insightly email templates when replying to emails in your Gmail inbox through the Sidebar. Templates can be used when replying to an email or when you compose a new email. The Side...

• Edited July 11, 2019 16:52
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• 0 comments
• 1 vote

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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• 0 comments
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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
• 1 follower
• 0 comments
• 1 vote