Kourtney Stuthard

1. Administration, Permissions, & Billing
2. How to Set Permissions

Below are some examples of object validation rules and their use cases. We know that many of our users are not familiar with C# (C sharp) or any other C programming language. Don't worry - you can ...

• Edited October 22, 2020 20:26
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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. If a file doesn't load correctly, t...

• Edited October 22, 2020 20:24
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1. Insightly Marketing
2. Forms

Form Handlers collect data from your forms, then automatically create or update records within Insightly Marketing. How it works HTML and JavaScript Tracking events How to create a Form Handler Ho...

• Edited October 15, 2020 22:45
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1. Getting Started in CRM
2. Sign up & Log In

G Suite is a subscription-based productivity suite from Google. It used to be called Google Apps for Work and is not the same as a free Gmail account. What does this have to do with Insightly? Wha...

• Edited October 13, 2020 22:21
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1. Sales and Project Management
2. Webforms

With Web to Contact or Web to Lead, you can build a webform to place on your website and have your visitors submit their information. How do they work? How to create a webform Hiding fields   Ho...

• Edited October 13, 2020 18:20
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1. Insightly Marketing
2. Insightly Marketing Integrations

Overview The Insightly Marketing Zoom integration makes it easy to track Zoom activity for your Prospects within Insightly Marketing.   Automatically create a Prospect record when someone register...

• Edited October 09, 2020 18:38
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1. Insightly Marketing
2. Connecting CRM

If you are using both Insightly CRM and Insightly Marketing, some of the records in each application may share important information. Use the CRM Connector to setup Prospect Field Mapping, which wi...

• Edited October 09, 2020 16:56
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1. What's New?
2. Updates and New Features

Product Updates Quotes - Quote Default Fields: Quotes can now prepopulate the Contact Name and Phone Number fields based on records associated with the Opportunity the Quote was created from. Lea...

• Edited October 08, 2020 17:21
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Quotes are used to give your prospective customers a clear understanding of the cost of your services. You can create multiple Quotes, which will be recorded in the Related tab of the Opportunity ...

• Edited October 08, 2020 17:20
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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 October 07, 2020 23:59
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