Kourtney Stuthard

1. Account Administration & Billing
2. Managing Your Subcription

While we understand that Insightly isn't the perfect solution for everyone, we're sorry to see you go. Below you'll find instructions for deleting your Insightly account. Warning All of your conte...

• Edited October 10, 2019 22:07
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1. Insightly Marketing
2. Prospects

Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade th...

• Edited October 10, 2019 17:39
• 1 follower
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1. FAQ
2. Insightly

Question I upgraded to the newest version of Insightly and now I can't sign in using Google G Suite. How do I fix this? Answer The easiest way to solve this is to uninstall and reinstall the Insigh...

• Edited October 09, 2019 22:52
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1. FAQ
2. Managing your records

Question How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)? Answer To view the last time a record was updated, you need to create a List V...

• Edited October 09, 2019 19:10
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1. Managing Your Records
2. List Views

Sorting through your records is easy with List Views. You can apply multiple filters to create a targeted view of your records. With List Views, you can share lists with your team or create private...

• Edited October 09, 2019 19:06
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• 1 vote

1. FAQ
2. Other Applications

Question I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why? Answer External calendars will only display events for yourself and not other users

• Edited October 08, 2019 20:56
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1. FAQ
2. Custom Fields

Question What file types and sizes can be uploaded in an image custom field? Answer The accepted file types are:   PNG JPG JPEG  The maximum file size is 5 MB.

• Edited October 08, 2019 20:24
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1. Insightly Marketing
2. Emails

Some of your Prospects may want to unsubscribe from Emails you send. Add an unsubscribe link to allow them to remove themselves from the List of Prospects that were sent the campaign. To create an ...

• Edited October 08, 2019 16:51
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1. Insightly Marketing
2. Emails

Emails sent through Insightly Marketing are created using highly customizable templates to make sending high-quality, personalized emails simple. You can also create email templates to use in Journ...

• Edited October 04, 2019 20:10
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1. Insightly Marketing
2. Emails

When configuring a Journey, you might want to add a step that will send an email to your Prospects. To do this, you will first need to create an Email template. You can use templates for One to One...

• Edited October 04, 2019 18:54
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