Kourtney Stuthard

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

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...

• Edited December 04, 2020 22:52
• 1 follower
• 0 comments
• 2 votes

1. Managing Your Records
2. Custom Buttons

Custom Buttons are used to quickly execute actions directly from a record. There are 3 different types of buttons: Hyperlink, Webhook, and Lambda. Custom Buttons can be added to page layouts in CRM...

• Edited December 04, 2020 22:51
• 1 follower
• 0 comments
• 2 votes

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 December 04, 2020 22:50
• 0 followers
• 0 comments
• 5 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly admins can alter the fields and the order they appear in for Opportunity Line Items and Quote Line Items through the Page Layout feature. To customize: Go to System Settings > Objects an...

• Edited December 04, 2020 22:37
• 1 follower
• 0 comments
• 0 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

To optimize the space of your details tab, Insightly Administrators can configure an object's Page Layout to separate fields into multiple columns. When you open the full-screen view of a record, t...

• Edited December 04, 2020 22:35
• 1 follower
• 0 comments
• -2 votes

1. Managing Your Records
2. Custom Buttons

To start using a Custom Button you created, admins will need to add it to a Page Layout. Up to 6 buttons can be added to a layout, including standard and custom objects. To add a Custom Button to a...

• Edited December 04, 2020 22:34
• 1 follower
• 0 comments
• 0 votes

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

Insightly has powerful customization features for fitting your CRM to your business. Two of the most beneficial of these features are custom fields and Page Layouts. Custom fields are administrator...

• Edited December 04, 2020 22:28
• 1 follower
• 0 comments
• 5 votes

1. Sales and Project Management
2. Sales Management

To keep track of how many days an Opportunity has been in a pipeline stage, admins can add a Stage Duration table to the Related tab and a Time in Stage field to the highlights bar. To add the Stag...

• Edited December 04, 2020 22:28
• 1 follower
• 0 comments
• 0 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

After you've created a custom layout, you may want to control who can see it. For example, you might want your accountant to see a billing layout and your project manager to see a different layout...

• Edited December 04, 2020 22:27
• 1 follower
• 0 comments
• 0 votes

1. Administration, Permissions, & Billing
2. Customizing Your Account

To delete a Page Layout: Go to System Settings > Objects and Fields. Click the object that contains the layout you want to delete. From the Object Management list, select Page Layouts. Click the ...

• Edited December 04, 2020 22:26
• 1 follower
• 0 comments
• 0 votes