Alejandro here from Insightly.
Any Admin in your account can add a new user from the System Settings > Users page. Simply click the profile icon in the top right corner to access the s...
Thanks for all your feedback and contribution.
Insightly is proud to announce the release of Marketing Automation. To learn more you can click here. If you like to learn more and p...
Can you provide me with the name of the Type of Report you are creating and the name of the Custom Field you wish to add?Looking forward to your response.
If you are still using Insightly Classic the ability to edit filters is not possible. To have the ability to edit filters I suggest switching to our New Insightly Experience. It's not ju...
'm happy to help. The email events are a quick snapshot of who has opened your email. This info is gathered by the "ping" from the receiving end.For example, Google's headquarters are ...
Can you provide a screenshot for me?
Yes, you are able to create new Lead Sources if you like. Here are the steps:
Go to the System Settings > Lead Sources page
Type the new source name in the New Lead Source field and ...
With the Basic plan, you do have access to Custom Fields which is 10 per record type. Can you provide a screenshot of your view where you are unable to access this setting?
At this time you can only filter your list view by an Email address. I can see how this can be a beneficial feature for your business. I've gone ahead and placed your post on our Ide...
Thanks for that. I'll proceed to create a ticket for this issue to further help and escalate this. Please keep an eye out for an email from me.