Kourtney Stuthard

1. Sales and Project Management
2. Products, Price Books, and Quotes

Products, Price Books, and Quotations will need to be enabled by an Insightly administrator before they can appear in your navigation bar. To enable: Go to System Settings > Product, Price Book, ...

• Edited August 07, 2019 18:59
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• -1 votes

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

Insightly is dedicated to creating successful customers by offering flexible subscriptions and service plans. Users on higher tier plans get more features and can add more records, mass email, and ...

• Edited August 07, 2019 16:57
• 1 follower
• 0 comments
• 1 vote

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 August 06, 2019 23:15
• 1 follower
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• 1 vote

1. Getting Started in CRM
2. Sign up & Log In

Ready to start using Insightly? Let's learn about the different types of accounts you can set up. When creating an account, you have two options: G Suite: You can create an account through G Suite...

• Edited August 06, 2019 18:15
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• 0 comments
• 2 votes

1. Insightly Marketing
2. Journeys

If you need to suspend a running Journey, but want to run it again later, you can pause it. This is different from stopping a Journey - pausing a Journey means it can run again in the future, which...

• Edited August 01, 2019 21:57
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1. Insightly Marketing
2. Journeys

After you've configured your Journey, you'll be ready to start running it. A Journey will not run unless you have set it to. Your recipients will not start their Journey until it has started runnin...

• Edited August 01, 2019 21:49
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1. Insightly Marketing
2. Journeys

Journeys can help you fully automate your marketing activities, but first, you'll need to set one up! A Journey can be as simple or complex as you need. First, you will create a Journey record, whe...

• Edited August 01, 2019 21:47
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1. Insightly Marketing
2. Prospects

Prospects are the people you are targeting with your marketing efforts. Prospects can come from many types of sources, depending on your business. For example, a Prospect could be someone who signe...

• Edited August 01, 2019 20:25
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1. Insightly Marketing
2. Prospects

In Insightly Marketing, you will create Lists with filtered criteria to organize your Prospects. This is not only used for the recipients of your marketing activities - these Lists will be useful f...

• Edited August 01, 2019 20:03
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• 0 comments
• 1 vote

1. Insightly Marketing
2. Prospects

Users can edit their Prospects to update their information and scoring. Adding the most up-to-date information to a Prospect will help ensure they end up on the correct Lists. Insightly can automat...

• Edited August 01, 2019 19:41
• 1 follower
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