Alejandro A
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Hello Kitchie, Let's see if I can help with this! We currently make updates to existing records based on Record ID number. With that in mind, to update your records, we recommend: First, Export th...
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Hello Bill, Dan statement is correct in which Insightly does not offer the ability to print just one page at the click of a button. The workaround above that Dan provides is the best way to print t...
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Hello Steven, Keep in mind when you link records together, you create a network of connections between contacts, organizations, projects, and opportunities. A linked item report displays the connec...
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Hello Susanne, I apologize that you are experiencing that! Can you provide me with a screenshot of your "Sales Pipeline Weighted?" Also if you if you click on the title of the dashboard you'll see ...
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Hello Sarah, Can you provide me with the exact steps you are taking and screenshots to better understand your issue? This will help me better support you in resolving this issue. Thanks for your p...
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Hello Corey, Can you provide me with a screenshot of your Leads view? This will help me better understand your issue. Thanks for your patience!
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Hello Admin, Seeing how you'll need to keep track of information that is specific to your business I suggest using Insightly's Custom Field feature. Any admin on your account can create custom fiel...
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Hello Mike, Are you looking to include the "linked" Opportunity name for the Contact in the "Activity" tab? If you are that is currently not available within Insightly. You can find the linked Oppo...
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Hello Everyone, You should have the ability to add different "Fields" to your "Highlights Bar" that are available on the left-hand side. Here are the steps: Go to System Settings Select Objects ...
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- Troubleshooting & Tips: CRM
- I Cant Loggin! I have a 5 user account set up for my company and my account says my trial is expired!
Hello Jennie, I took a look, and it looks like you’ve created 2 Insightly accounts. Being a Non-Google Insightly Account (Paid) Is a G-Suite for Insightly Account (Free) Unfortunately, there’s n...
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