Kourtney Stuthard
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What is 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 information - it's about who...
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Navigating Insightly
Welcome to Insightly! When you log into Insightly, you'll see the Home page. There are two different types of data you can choose to display on this page: Dashboards and Recent Activity. Click the ...
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What are Insightly's standard objects?
As you've started to learn about Insightly, you will have come across the term "objects." Objects are the types of records you'll add to Insightly - all of your business's most important informatio...
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Building Blocks: Objects, records, and fields
As you've started to learn about Insightly, you may have come across the terms objects, records, and fields. So, what are they? The items in the navigation bar on the left of Insightly are examples...
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What are Dashboards?
This article is part of the Guide to Insightly Dashboards A dashboard displays a quick overview of your most critical information. Dashboards allow you to present your data, gain a new perspective ...
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Different ways to access Insightly besides the web app
You know your way around the web app version of Insightly, now let's take a look at some other ways to access your CRM. Mobile Need to access Insightly on the go? You can download our iOS and Andr...
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The Guide to Insightly Dashboards
Learn about Dashboards What are dashboards? What are dashboard cards? Insightly's standard dashboards Choosing the right chart type Create Dashboards Creating dashboards (video) How to crea...
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Customizing Insightly: Custom Fields and Page Layouts
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...
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First steps for administrators
Once you understand the basics of Insightly, you'll want to jump right in and get to work with your new CRM. That's great! To make everything go as smoothly as possible, we recommend setting things...
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What are dashboard cards?
This article is part of the Guide to Insightly Dashboards What is the difference between a dashboard and a dashboard card? Dashboards are where dashboard cards live, and each dashboard card contain...
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