
Kourtney Stuthard
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Plan Limits and Feature Availability
Features Audit Logs With field history tracking, Enterprise users can review any changes that have been made to any record. Plus Professional Enterprise X X ✓ Custom Buttons With...
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How to set up a Lambda function
To get your Lambda function up and running in Insightly, you'll need to create the function, then set the trigger for it. There are two types of triggers: A timed trigger which runs the function ...
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Prospect Scoring Models
Companies with multiple products or services need the ability to track Prospect engagement with their brand, as well as engagement with each of their products or business units, to determine how se...
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How to create a Dashboard Card
This article is part of the Guide to Insightly Dashboards Dashboard cards are the individual charts and graphs that populate your Dashboards. You can display several different cards on each Dashbo...
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What are Journeys?
Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...
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How to create a Landing Page Template
Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web. How to create a Landing Page Tem...
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What are Lists?
Lists are containers for groups of Prospects. The Prospects that fill a List are generated based on conditions or criteria set by a user. Lists can be used as recipient Lists or suppression Lists f...
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What are Page Layouts?
If you have trouble finding fields in your record because the page is disorganized or overloaded with fields, Page Layouts allow you to rearrange and declutter the layout of your records. Plans ...
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How to edit or create a Page Layouts
Insightly Administrators on any plan can edit default Page Layouts. If you are on a Professional or Enterprise plan, you can create additional Page Layouts. When using Simple Permissions, your upda...
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What are Finish Actions?
Finish Actions are used to automate updates from Redirect Links, Hosted Files, Form Submissions, and List Emails to other records. When a Prospect interacts with marketing material you send them, a...
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