Kourtney Stuthard

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

Insightly Voice is a built-in telephony system within your CRM. With it, you can make and receive phone calls right from your web browser. Insightly Voice was built with sales teams in mind: calls ...

• Edited May 21, 2020 00:41
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1. Managing Your Records
2. Custom Objects

You're probably familiar with Insightly's standard objects - they contain all of your records. From Contacts to Organizations, objects store critical information. While our standard objects are ve...

• Edited May 21, 2020 00:36
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards A dashboard displays a quick overview of your most critical information. Dashboards allow you to present your data, gain a new perspective ...

• Edited May 21, 2020 00:32
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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 May 20, 2020 22:41
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1. What's New?
2. Updates and New Features

Product Updates Lead Conversion Mapping - Organization Email Domain: Added the Organization Email Domain field as a mappable field in Lead Conversion mapping. Marketing Emails - Unsubscribe: Unsub...

• Edited May 18, 2020 16:58
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1. Managing Your Records
2. Custom Apps

Sharing your CRM with every person in the company can get crowded. Administrators can use Custom Apps to create an Insightly experience that is tailored to fit each team. Completely separate from...

• Edited May 15, 2020 19:11
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

With custom calculated fields, you can create mathematical formulas using C# (C sharp). The formulas and their resulting values are based on the data in your records. Below are some examples of cus...

• Edited May 15, 2020 18:58
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can edit the details of their Quote, add additional Products to a Quote, and edit the Products that appear in a Quote. To edit a Quote's details Open a Quote record. Click the Actions dropd...

• Edited May 15, 2020 18:27
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1. Insightly Marketing
2. Emails

Some of your Prospects may want to unsubscribe from Emails you send. Add an unsubscribe link to allow them to remove themselves from the List of Prospects that were sent the campaign. In addition t...

• Edited May 15, 2020 18:16
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1. Administration, Permissions, & Billing
2. Customizing Your Account

You're probably familiar with objects - they contain and organize all of your records. Insightly’s standard objects are any objects that were created by Insightly, like Contacts or Opportunities. T...

• Edited May 04, 2020 23:45
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