Kourtney Stuthard

1. Managing Your Records
2. Individual Records

Features Audit Logs  With field history tracking, Enterprise users can review any changes that have been made to any record. Plus Professional Enterprise X X ✓   Custom Buttons With...

• Edited March 03, 2021 22:15
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1. Activities and Automation
2. Workflow Automation

To get your Lambda function up and running in Insightly, you'll need to create the function, then set the trigger for it. There are two types of triggers: A timed trigger which runs the function ...

• Edited March 02, 2021 17:48
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1. Insightly Marketing
2. Prospects

Companies with multiple products or services need the ability to track Prospect engagement with their brand, as well as engagement with each of their products or business units, to determine how se...

• Edited February 22, 2021 19:46
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards Dashboard cards are the individual charts and graphs that populate your Dashboards. You can display several different cards on each Dashbo...

• Edited February 19, 2021 21:49
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1. Insightly Marketing
2. Journeys

Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...

• Edited February 19, 2021 21:10
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web. How to create a Landing Page Tem...

• Edited February 19, 2021 20:51
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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. Lists can be used as recipient Lists or suppression Lists f...

• Edited February 19, 2021 20:44
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1. Administration, Permissions, & Billing
2. Customizing Your Account

If you have trouble finding fields in your record because the page is disorganized or overloaded with fields, Page Layouts allow you to rearrange and declutter the layout of your records. Plans ...

• Edited February 19, 2021 20:23
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1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly Administrators on any plan can edit default Page Layouts. If you are on a Professional or Enterprise plan, you can create additional Page Layouts. When using Simple Permissions, your upda...

• Edited February 19, 2021 20:22
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1. Insightly Marketing
2. General Information

Finish Actions are used to automate updates from Redirect Links, Hosted Files, Form Submissions, and List Emails to other records. When a Prospect interacts with marketing material you send them, a...

• Edited February 19, 2021 20:10
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