Kourtney Stuthard

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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1. Getting Started in CRM
2. Beginner's Guide: Admin

Once you understand the basics of Insightly, you'll want to jump right in and get to work with your new CRM. That's great! To make everything go as smoothly as possible, we recommend setting things...

• Edited September 11, 2019 16:04
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1. Account Administration & Billing
2. Managing Your Users

Insightly administrators can add new users from the System Settings > Users page. Once the user is activated, you'll need to set up their security access permissions. Adding a new user will increas...

• Edited September 09, 2019 20:26
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1. Insightly Marketing
2. Insightly Marketing Integrations

Overview Zoom’s Insightly Marketing application allows you to track Zoom activity with your Prospects. This guide covers: Installation and Configuration Using the Insightly Marketing applicatio...

• Edited September 06, 2019 21:13
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1. Account Administration & Billing
2. Managing Your Users

Removing a user's license will disable their access to CRM or Marketing but won't require you to reassign anything they were responsible for. Each user must be assigned at least one license. The us...

• Edited September 06, 2019 17:24
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1. Insightly Marketing
2. Journeys

Your Prospects from Insightly Marketing can be converted into Leads in Insightly CRM. There are two ways to do this: From an individual Prospect's Action menu. By adding a step in a Journey that a...

• Edited August 28, 2019 18:36
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1. Insightly Marketing
2. Emails

Insightly administrators can set a default email address to automatically populate the sender field of any Emails created. This is useful if you repeatedly use the same email address to correspond ...

• Edited August 21, 2019 22:14
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1. Getting Started in CRM
2. Beginner's Guide: Users

Welcome to Insightly CRM!  CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's i...

• Edited August 09, 2019 21:02
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• 1 vote