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Dennis B.

Insightly Community Manager

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Recent activity by Dennis B. Sort by recent activity Recent activity Votes
  • Which version of the Insightly API support Products, Price Books, and Quotes?

    Question Which version of the Insightly API support Products, Price Books, and Quotes? Answer Products, Price Books, and Quotes are supported in version 3.1 of the Insightly API.  To learn more abo...

  • What is Quote sync?

    Question What is Quote sync and how does it work? Answer Quote sync gives you the ability to update an Opportunity based on an approved Quote. Few things to consider: While you can create multiple...

  • Can Quickbooks data drive Insightly Dashboard?

    Question Can Quickbooks data drive Insightly Dashboard? Answer No. Dashboards will only display information from Insightly data.  To learn more about dashboards, check out our Guide to Insightly Da...

  • Do dashboards work well with custom fields?

    Question Do dashboards work well with custom fields? Answer Dashboards can access data from ALL of your fields, including custom fields.

  • Is Insightly Voice available internationally?

    Question Is Insightly Voice available internationally? Answer No. Insightly Voice is only available in US and Canada at this time. Voice cannot support multiple providers. To learn more about Insig...

  • Is it possible to show the history of contact for each call action taken with Insightly Voice?

    Question Is it possible to show the history of contact for each call action taken with Insightly Voice? Answer Yes, there is a Call History. You can view up to 50 of your most recent incoming and o...

  • Best Practices for Onboarding

    Before your team can start using Insightly, it’s important to outline how to make it work for you. This article will help you created a focused, organized plan for implementing your new CRM. Establ...

  • Best Practices for Adoption

    We know implementing a new CRM can seem challenging, but you're in good hands. To help you drive adoption quickly and easily, check out our best practices below.  Create a detailed adoption plan...

  • How many Dashboard Cards can I create?

    Question How many Dashboard Cards can I create? Answer The number of cards you can create depends on the plan you are signed up for. PLAN TYPE # OF DASHBOARD CARDS Free and Plus plan 0 Profe...

  • Can I switch back to Insightly Classic?

    Question Can I switch back or revert back to Insightly Classic? Answer No. There is no way to switch back to Insightly Classic. We are focusing our efforts on the New Insightly Experience. As such,...