Kourtney Stuthard

1. Importing & Exporting
2. Importing

This article is part of the Insightly Importing Guide When you import records into Insightly, you can update existing records in bulk by matching the Record ID in the CRM to the Record ID in the fi...

• Edited December 04, 2020 23:04
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1. Managing Your Records
2. Custom Objects

Do you have data to record that doesn't fit into one of our premade objects? Administrators can create custom objects when Insightly's standard objects don't fit the unique needs of their business....

• Edited December 04, 2020 23:03
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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. Managing Your Records
2. Categories, Tags, and Custom Fields

You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a Page Layout, where you can create sections to group your f...

• Edited December 04, 2020 23:01
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1. Managing Your Records
2. Custom Buttons

Custom Buttons are used to quickly execute actions directly from a record. Admins can add up to six buttons to a Page Layout, but can create as many as they want per object. This feature is availab...

• Edited December 04, 2020 23:00
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1. Administration, Permissions, & Billing
2. Customizing Your Account

When you're reviewing a Contact's information, you might want to know who else in your Contacts list works with this person. You can add the Other Contacts at this Organization list to your contact...

• Edited December 04, 2020 22:59
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Users can edit their Product's details at any time. To limit how much your users can edit the details of Products, admins can use advanced permissions, validation rules, or Page Layouts. To edit: ...

• Edited December 04, 2020 22:57
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

To start adding images to records, admins will need to create an image custom field and add it to their Page Layouts. To create an image custom field: Go to System Settings > Objects and Fields. S...

• Edited December 04, 2020 22:55
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Opportunities are used to monitor your sales process. This is where you can keep a record of what the value of a sale is, why a Contact or Organization is interested in your business, and the timel...

• Edited December 04, 2020 22:54
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1. Getting Started in CRM
2. Beginner's Guide: Users

Records are the items in Insightly that contain the details of all your business' most important information. A contact record, for example, represents one person - they might be a prospective cust...

• Edited December 04, 2020 22:53
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