Kourtney Stuthard

1. Insightly Marketing
2. Prospects

Prospects are the people you are targeting with your marketing efforts. Prospects can come from many types of sources, depending on your business. For example, a Prospect could be someone who signe...

• Edited January 23, 2020 00:49
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1. Insightly Marketing
2. Prospects

When working with Prospects, it's important to mark their interest in your business appropriately to keep your reputation healthy.  Each Prospect has five different fields that can be used to manag...

• Edited January 22, 2020 19:52
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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 January 15, 2020 20:21
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1. Insightly Marketing
2. Journeys

After you've created a Journey record, you'll use the Journey Builder to configure the steps. There are three types of steps: Actions An update or task you want to occur to a Prospect or user, su...

• Edited January 13, 2020 23:19
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1. Insightly Marketing
2. General Information

Warning You will need a developer familiar with Javascript to add the tracking code to your website. When you set up a Web Tracking Domain, Insightly will start gathering anonymous visitor data. ...

• Edited December 20, 2019 22:45
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1. Insightly Marketing
2. Forms

You can delete any Form Handler or Finish Action that has been created. To delete a Form Handler: Open the Form Handler record and click the Actions dropdown. Select Delete This Form Handler. A wa...

• Edited December 20, 2019 21:13
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1. Insightly Marketing
2. Forms

You can edit the details of your Form Handler, such as the fields that are mapped to your form. You can also edit the Finish Actions that occur when a form is submitted. To edit the details: Open ...

• Edited December 20, 2019 21:12
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1. Insightly Marketing
2. Forms

Warning You will need to have a form built on your own website before creating a Form Handler. You will also need knowledge of API and POST requests to allow the information from your form to be s...

• Edited December 20, 2019 21:12
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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 December 16, 2019 21:53
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a page layout, where you can create sections to group your f...

• Edited December 10, 2019 22:35
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• 3 votes