Kourtney Stuthard

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 December 12, 2019 19:18
• 1 follower
• 0 comments
• 0 votes

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
• 1 follower
• 0 comments
• 3 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 10, 2019 22:33
• 1 follower
• 0 comments
• 3 votes

1. Managing Your Records
2. Custom Apps

Custom apps can be created by Insightly administrators on the Enterprise subscription plan. How to create a custom app Go to System Settings > Custom Apps. Click New Custom App. Enter the name of ...

• Edited December 10, 2019 21:18
• 1 follower
• 0 comments
• 1 vote

1. Getting Started in CRM
2. Insightly 101

Insightly comes equipped with keyboard shortcuts that can be used to quickly initiate an action or navigation on a page without the use of a mouse. A list of shortcuts is accessible from the profil...

• Edited December 09, 2019 23:39
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. General Information

Admins can add their email sending domains in Insightly Marketing to strengthen the authentication of outgoing Emails. Have your SPF or DKIM email authentication protocols ready for this process. ...

• Edited November 25, 2019 21:46
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Emails

You're probably familiar with our powerful Email building tool. It's great for sending campaigns out to many of your Prospects at once.  It's also possible to use this tool for sending an Email to ...

• Edited November 19, 2019 17:56
• 1 follower
• 0 comments
• 0 votes

1. Sales and Project Management
2. Webforms

If you've created a Web to Contact or Web to Lead webform, you'll want to make some of the fields they're filling out required. For example, making an email address required will allow you to conta...

• Edited November 19, 2019 01:23
• 1 follower
• 0 comments
• 0 votes

1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

Warning You must use the G Suite account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different G Suite account ...

• Edited November 18, 2019 23:28
• 1 follower
• 0 comments
• -1 votes

1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

Warning You must use the G Suite account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different G Suite account ...

• Edited November 18, 2019 23:27
• 1 follower
• 0 comments
• -2 votes