Tutorials
- Video: Custom fields and custom layouts.
- Video: Top 3 New Features of the New Insightly User Experience
- Video: The Insightly Mobile App
- Video: How to Manage Leads
- Video: How to Work with Opportunities
- Video: How to Use Projects
- Video: How to Build Dashboard Cards
- Video: Organizing with Custom Fields, Categories, or Tags
- Video: How to Import Data
- Video: How to Link Records
- Video: How to Create & Utilize Pipelines
- Video: How to Use Activity Sets
- Video: How to Send an Email When Using Insightly
- Video: How to Manage Your Tasks
- Video: How to Set Advanced Permissions
- Video: How to Use Workflow Automation
- Video: How to use the MailChimp Integration
- Video: How to Create a Report
- Video: How to use the Insightly Sidebar for Gmail
- Video: Take a Tour of the Insightly Help Center
- Video: Insightly Sidebar for Outlook