You're probably familiar with our powerful Email building tool. It's great for sending campaigns out to many of your Prospects at once.
It's also possible to use this tool for sending an Email to ...
In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...
Can I change the field type of a custom field after it’s already created? For example, can I change the field from a Dropdown to a Multiselect Dropdown?
No, you cannot change the fi...
I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why?
External calendars will only display events for yourself and not other users
What file types and sizes can be uploaded in an image custom field?
The accepted file types are:
The maximum file size is 5 MB.
How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)?
To view the last time a record was updated, you need to create a List V...
Can I create a Contact, then create and link a new Organization from the mobile app?
Create the Contact.
Go to the related section of the Contact.
Click the plus icon in the t...
Why can't I create a Task reminder for someone else?
Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...
Why can't I create a Task Reminder for myself?
A Task reminder will only appear after you’ve entered a Due Date.
If you've created an Email and later decide you want to use it again later, you can save that Email as an Email template.
To create the template
Go to Emails. Find your Email and click the three-d...