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 July 30, 2021 03:50
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1. Insightly Marketing
2. Journeys

If you have built a Journey with several branches, knowing how Prospects interacted with each step is crucial. Users can review the statistics of each step in a running Journey with the Journey Rep...

• Edited July 28, 2021 23:28
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1. What's New?
2. Updates and New Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. Learn more. Custom Fields - Quote Products...

• Edited July 28, 2021 23:26
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1. What's New?
2. Updates and New Features

Mobile updates Mobile - Version 4.3: Insightly's mobile application has been updated to version 4.3, including following updates: Support for Milestones tab Support for Document Merge Stage Histor...

• Edited July 20, 2021 19:39
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1. Getting Started in CRM
2. Mobile Apps

Installation To get access to these features, you will need to update the application through the Google Play store or Apple’s App Store. This update will sign you out of your account and you will ...

• Edited July 20, 2021 19:32
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

Tip This article is for creating custom calculated fields for use in records and uses C# (C sharp). How Calculated Fields work How to create a calculated field A note about dividing   How Cal...

• Edited July 14, 2021 20:54
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1. Reporting & Dashboards
2. Dashboards

You can get an in-depth view of a dashboard card by going to a card's View Card page. Here, you will be able to view, filter, share, clone, edit, and delete the data on the card. Each card can be i...

• Edited July 14, 2021 20:52
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1. Managing Your Records
2. List Views

Bulk editing is used to select multiple records from a list view and update each with the same value, saving users from updating each individual record. How bulk editing works How to update mul...

• Edited July 14, 2021 20:40
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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. In addition t...

• Edited July 14, 2021 19:35
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1. Reporting & Dashboards
2. Dashboards

After you've started creating your Dashboards and Dashboard Cards, you'll want to organize everything to get to the data you need quickly. Your first stop will be your Dashboards page. Dashboards t...

• Edited July 14, 2021 18:19
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