Kourtney Stuthard

1. What's New?
2. Updates and New Features

New Features Marketing - Dashboards: Added Dashboards functionality to Insightly Marketing. Dashboards display a quick overview of your most critical information. Learn more. Product Updates Pro...

• Edited April 28, 2020 00:14
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Insightly features a Standard Price Book that contains the prices that each of your Products are normally sold at. Users can also create additional Price Books to reflect discounts or other price ...

• Edited April 24, 2020 21:05
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1. Videos & Webinars
2. Webinars

Insightly CRM makes it easy to grow relationships, accelerate sales, manage your projects, and streamline business processes.  Whether you're a new Insightly user or have been using it for some ti...

• Edited April 23, 2020 20:49
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1. Videos & Webinars
2. Webinars

Whether you're a new Insightly Admin or simply looking for configuration best practices, this webinar guides you through the steps to ensure you get the most out of your CRM.  Join one of our produ...

• Edited April 23, 2020 20:49
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1. Insightly Marketing
2. General Information

To add or delete users from Insightly Marketing Automation, you must be an Administrator. Here are the steps for adding a new user to Insightly Marketing. If you need to simply enable Insightly Mar...

• Edited April 23, 2020 15:37
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1. What's New?
2. Updates and New Features

New Features CRM and Marketing - Rename Standard Objects: Admins can now rename any of Insightly's standard objects. Learn more. Journeys - Report tab: Added a Report tab to Journeys. Any that are...

• Edited April 22, 2020 18:24
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1. Insightly Marketing
2. Emails

There are two ways users can send test emails through Insightly: by sending the Email to users who are on a email test List or by sending while you’re building an Email in the Email Designer. To se...

• Edited April 22, 2020 18:14
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1. Insightly Marketing
2. Connecting CRM

The CRM Connector is used to connect Insightly CRM with Insightly Marketing so that any records that share data are updated in sync with one another. Here's a breakdown of what each setting does: ...

• Edited April 22, 2020 17:54
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1. Insightly Marketing
2. Connecting CRM

If you are using Insightly CRM in addition to Insightly Marketing Automation, you can connect the two so that any records that share data are updated in sync with one another. The Insightly CRM Con...

• Edited April 22, 2020 17:53
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1. Insightly Marketing
2. Journeys

If you have built a Journey with several branches, knowing how Prospects interacted with each step is crucial. Users can review the statistics of each step in a running Journey with the Journey Rep...

• Edited April 22, 2020 17:43
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