Kourtney Stuthard

1. Insightly Marketing
2. Emails

Some of your Prospects may want to unsubscribe from your Email list. Add an unsubscribe link to give them this option. To create an unsubscribe link: Create a new Email or Email template. Add a ne...

• Edited August 16, 2019 22:55
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1. Insightly Marketing
2. Journeys

Your Prospects from Insightly Marketing can be converted into Leads in Insightly CRM. There are two ways to do this: From an individual Prospect's Action menu. By adding a step in a Journey that a...

• Edited August 16, 2019 22:54
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1. Account Administration & Billing
2. Managing Your Users

If someone on your team leaves the company, you might be concerned about what you should do with their Insightly account. You don't want them to have access to the account, but you might not be rea...

• Edited August 09, 2019 22:52
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1. Getting Started in CRM
2. Beginner's Guide: Users

Welcome to Insightly CRM!  CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's i...

• Edited August 09, 2019 21:02
• 1 follower
• 0 comments
• 0 votes

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

Welcome to Insightly CRM!  CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's i...

• Edited August 09, 2019 20:59
• 1 follower
• 0 comments
• -15 votes

1. Account Administration & Billing
2. Customizing Your Account

To optimize the space of your details tab, Insightly Administrators can configure an object's page layout to separate fields into multiple columns. When you open the full-screen view of a record, t...

• Edited August 08, 2019 23:19
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• 0 comments
• -1 votes

1. Insightly Marketing
2. Emails

Once you've finished creating an Email template, the next step is to schedule a date and time to send it to your Prospects. There are two methods for scheduling an Email: During Email creation on ...

• Edited August 08, 2019 21:23
• 1 follower
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Products, Price Books, and Quotations will need to be enabled by an Insightly administrator before they can appear in your navigation bar. To enable: Go to System Settings > Product, Price Book, ...

• Edited August 07, 2019 18:59
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly is dedicated to creating successful customers by offering flexible subscriptions and service plans. Users on higher tier plans get more features and can add more records, mass email, and ...

• Edited August 07, 2019 16:57
• 1 follower
• 0 comments
• 1 vote

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 August 06, 2019 23:15
• 1 follower
• 0 comments
• 1 vote