Kourtney Stuthard

1. Insightly Marketing
2. Reporting for Marketing

When creating or editing a report, adding filters will affect which records appear in the results. For example, you might want to create one report of all new Prospects in the state of California, ...

• Edited September 23, 2019 18:30
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1. Insightly Marketing
2. Reporting for Marketing

With Insightly's advanced reporting, you can pick and choose which fields to display in a tabular report, filter and summarize them by specific values, and save and share the reports you create. To...

• Edited September 23, 2019 18:15
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1. Insightly Marketing
2. Reporting for Marketing

Let's take a look at our Reports pages to help you find your way around.   Report Folders view Report Folders contain saved reports and report templates. Click a folder to view the reports or tem...

• Edited September 23, 2019 17:59
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1. Insightly Marketing
2. Reporting for Marketing

When making changes to an existing report, it's a good idea to make a copy of it as a backup or for reference. To make a copy from the Reporting View, click the Actions menu and select "Copy This ...

• Edited September 20, 2019 20:03
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1. Insightly Marketing
2. Reporting for Marketing

When you run a report, Insightly will display up to 2000 records in your browser. If there are more than 2000 results in the report, you can view all of them by clicking the Actions menu above the ...

• Edited September 20, 2019 00:10
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1. Insightly Marketing
2. Reporting for Marketing

When you save a report, you can add it to an existing folder or create a new folder. Report folders can be kept private or shared with other users on your account. Folders can also be created from ...

• Edited September 18, 2019 00:04
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1. Insightly Marketing
2. General Information

Admins can add their email sending domains in Insightly Marketing to strengthen the authentication of outgoing Emails. Have your SPF or DKIM email authentication protocols ready for this process. ...

• Edited September 17, 2019 16:49
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1. Insightly Marketing
2. General Information

Warning We recommend that you consult with a developer or IT professional when working with domains. If you've tried setting up an Email Sending Domain in Insightly Marketing, you may have come a...

• Edited September 17, 2019 16:37
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

Converting an opportunity into a project will automatically copy the Opportunity's links, but you may also have custom fields that you need to transfer to the project. To map a custom field from op...

• Edited September 16, 2019 16:52
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1. Insightly Marketing
2. Lists

Lists are containers for groups of Prospects. The Prospects that fill a List are generated based on conditions or criteria set by a user. For example, you can create a List that only includes Pros...

• Edited September 11, 2019 21:09
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