Kourtney Stuthard

1. Getting Started in CRM
2. Beginner's Guide: Admin

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...

• Edited July 10, 2020 16:41
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Opportunities are used to monitor your sales process. This is where you can keep a record of what the value of a sale is, why a Contact or Organization is interested in your business, and the timel...

• Edited July 10, 2020 16:38
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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 July 10, 2020 16:28
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1. What's New?
2. Updates and New Features

New Features Account - G Suite Conversion: Users can now convert their non-G Suite accounts to G Suite accounts. Learn more. CRM and Marketing List Filters: Users can now filter Prospect Lists by...

• Edited July 09, 2020 23:00
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1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly admins can alter the fields and the order they appear in for Opportunity Line Items and Quote Line Items through the page layout feature. To customize: Go to System Settings > Objects an...

• Edited July 09, 2020 16:20
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1. Getting Started in CRM
2. Beginner's Guide: Admin

With field level permissions, Insightly administrators on Enterprise plans will be able to select which fields other users will have access to. Any field from any object type can be updated as long...

• Edited July 06, 2020 18:31
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1. Insightly Marketing
2. Lists

If you use Insightly Marketing as well as Insightly CRM, many of your Contacts and Leads may benefit from receiving Emails sent through Insightly Marketing. Users can add these records to Lists thr...

• Edited July 02, 2020 21:23
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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 June 26, 2020 23:32
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1. Managing Your Records
2. Merging and Cloning

Insightly's SmartMerge feature can help you find duplicate Contacts, Leads, Prospects, or Organizations and merge them into one master record.If you are using Insightly Marketing: SmartMerge will a...

• Edited June 25, 2020 20:38
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1. Connecting to Other Apps
2. Accounting Software

An administrator with an Intuit login can connect Insightly to the QuickBooks Online accounting program. This will allow you to display customer summaries and the status of individual invoices, pay...

• Edited June 22, 2020 19:12
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