Customizing Your Account
- Changing your Insightly URL
- How to create a custom field
- How to create a custom field group
- How to clone a custom field
- Copying custom field values from leads to other records
- Copying custom field values from opportunities to projects
- Deleting custom fields and custom field groups
- Setting up and using categories
- Setting up your account for lead management
- Setting up a lead assignment rule
- How to use filter logic in lead assignment rules
- How to set up opportunity state reasons
- How to set up an Activity Set
- How to clone an Activity Set
- How to set up a Pipeline
- How to configure an automated workflow
- Creating relationships between contacts and between organizations
- How to replace the Insightly logo with your own logo
- Accessing an item using a unique ID number
- Integrating other apps with Insightly