Insightly CRM
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General Information
- Using Insightly to manage sales
- "Insightly for Google Workspace" Versus a non-Google Workspace Account
- Before You Create an Account
- Best Practices: Configuring Insightly for Consulting
- Best Practices: Configuring Insightly for Education
- Best Practices: Configuring Insightly for Property Management
- Best Practices: Configuring Insightly for Real Estate
- Best Practices: Configuring Insightly for Recruiting & Staffing
- Billing schedule and credit card charge process
- Building Blocks: Objects, records, and fields
- Canceling and deleting your account
- Changing the account owner on a paid subscription plan
- Changing your subscription to an "Ineligible" plan
- Checking the status of the Insightly website and API
- CRM record and storage limits
- Data Security
- Different ways to access Insightly besides the web app
- How Changing Your G Suite Domain Affects Your Insightly Account
- How to change your billing or invoice information
- How to Edit Company Settings
- How to log in to Insightly
- How to log in to the Help Center
- How to Reset or Change Your Password
- How to Set Up a Google Workspace Insightly Account
- How to sign up for an Insightly account
- Information for regulated industries
- Insightly and the General Data Protection Regulation (GDPR)
- Insightly CRM Glossary
- Insightly Plans and Services
- Insightly subscription plan and payment FAQs
- Keyboard shortcuts
- Logging Back in from Google Workspace
- Managing your subscription
- Navigating Insightly
- Options for backing up your Insightly data
- Reducing the number of users on your subscription
- Refund Policy
- Searching in Insightly
- Unlinking your account from G Suite
- Upgrading or downgrading your account
- Viewing Records
- What are Insightly's standard objects?
- What is Insightly CRM?
- CRM Plan Level Limits
- How to Use Search Layouts
- Using Annual Date Values in Relative Date Fields
- Using Relative Date Values
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Getting Started
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Users & Permissions
- An introduction to Simple and Advanced Permissions
- Configuring a profile in Advanced Permissions
- Configuring Default Item Visibility for your users
- Configuring organization-wide sharing
- Configuring roles in Advanced Permissions
- Configuring sharing rules
- Deleting User
- Enabling and Disabling User Licenses
- Following up on new user invitations
- Granting or removing a user's export permissions
- Granting or removing administrator permissions
- How to Add a New User
- How to assign a Page Layout to a profile
- How to create a read-only user (Advanced Permissions)
- How to create a team
- How to delete a role or profile from Advanced Permissions
- How to edit or move a role in your permissions hierarchy
- How to review a user's settings and permissions
- How to set visibility permissions on a record
- How to switch between Simple and Advanced Permissions
- Managing users with Advanced Permissions
- Managing users with Simple Permissions
- Overview of Advanced Permissions
- Planning your users and data imports
- Resolving missing invitations, password resets, or notifications
- Troubleshooting Advanced Permissions and record access
- Updating a User's Email Address
- What are Profiles in Advanced Permissions?
- What are roles permissions?
- What are sharing rules?
- What is organization-wide sharing?
- Why are Users Listed as Contacts?
- Granular Profile Administrative Permissions
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User Settings
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System Settings
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Importing & Exporting
- Duplicate checks when importing
- Export your Apple contacts to import into Insightly
- Exporting data from Insightly to a CSV file
- Exporting data to an XML file
- How to import contacts from Google
- How to import data into Insightly
- Importing into a Lookup Relationship Custom Field
- How to import leads
- How to open a CSV file in Excel to fix date and other formatting issues
- Importing contact notes and organization notes
- Importing overview and tips
- Importing records with custom fields
- Importing records with tags
- Preparing a file for importing
- Transferring data between Insightly accounts
- Understanding bulk updating with imports
- Viewing and deleting recently imported records
- What are the default fields in Insightly?
- Importing Linked Records
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Customizing Objects & Fields
- Choosing between custom fields, tags, and categories
- Best Practices for Custom Objects
- Copying custom fields from opportunities to projects
- Custom Calculated Field examples
- Custom Calculated Fields examples: Time Tracking with Tasks
- Deleting custom fields
- Details page flexible column layout
- How to add a Custom Button to a Page Layout
- How to clone a custom field
- How to Clone Standard and Custom Object Records
- How to create a Custom App
- How to create a custom calculated field
- How to Create a Custom Field
- How to Create a Custom Object
- How to create Custom Buttons
- How to create object validation rules
- How to delete a custom app
- How to delete a custom object
- How to delete a Page Layout
- How to delete Custom Buttons
- How to edit a custom app's details
- How to edit a custom app's objects
- How to edit a custom app's profile assignments
- How to edit a custom object
- How to edit Custom Buttons
- How to edit field level permissions
- How to Create and Edit Page Layouts
- How to enable Other Contacts At This Organization
- How to import with custom objects
- How to rename standard objects
- How to set up a Dynamic Layout Rule
- How to set up a field dependency
- Insightly's custom fields list
- Object Validation Rule Examples
- Page Layouts: Related tab
- Setting up and using categories
- The Guide to Insightly's Custom Apps
- The Guide to Insightly's Custom Objects
- The Insightly CRM Custom Fields Guide
- What are Custom Apps?
- Custom Buttons Overview
- What are Custom Fields?
- What are Custom Objects?
- What are Dynamic Page Layout Rules?
- Using Object Validation Rules
- What are Page Layouts?
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Automation
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Web Forms
- Adding an Insightly webform to a WordPress site
- Adding the Web to Contact or Web to Lead form to Google Sites
- Consider a web visitor's rights when building a webform
- How to add reCAPTCHA to your Insightly webforms
- How to create a Web to Contact or Web to Lead webform
- How to extract someone's information from Insightly
- How to make a webform field required
- Implementing data retention policies in Insightly
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Managing Records
- How to Use the Comments Tab
- Accessing an item using a unique ID number
- Adding a link to multiple items at once
- Attaching files to a record
- Changing a responsible user for multiple records
- Cloning a contact
- Copying an Organization's address to a Contact
- Duplicate detection
- Finding duplicate records with SmartMerge
- How to add a tag
- How to anonymize someone's information in Insightly
- How to change a record owner
- How to clone a project or opportunity
- How to create a List View
- How to create a new record from the Lookup dropdown field
- How to create and use an image custom field
- How to delete a List View
- How to delete data
- How to delete someone's information from Insightly
- How to print a record
- How to restore or remove items from the Recycle Bin
- How to set up custom filters for your lists
- How to set up link relationships for contacts and organizations
- How to sort list views
- How to Use Field History Tracking
- How to use lookup relationship fields with custom objects
- How to use the Related tab
- Linking records
- Managing contact titles
- Managing social media links
- Merging a contact into an organization
- Merging two contacts or two organizations
- Merging two or more records with SmartMerge
- Opening Gmail when clicking on an email address
- Quick filtering and updating tags
- Running a SmartMerge report to find similar records
- Tracking opt-in choices for your contacts and leads
- Updating multiple records with bulk editing
- How to Use Insight Cards
- Tags Overview
- What are the Next Activity and Last Activity dates?
- What is the kanban view?
- Uploading and Managing Files
- How to Use the Activity Tab
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Tasks
- Time Tracking for Tasks
- Adding a reminder to a task
- Assigning a task to a team
- Creating multiple tasks at one time
- How to add a task
- How to apply Activity Sets
- How to clone an Activity Set
- How to log phone calls or meeting notes
- How to set up an Activity Set
- Using tasks in Insightly
- What are Activity Sets?
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Contact Management
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Lead Management
- How to create and manage Leads
- Customizing your account for Lead management
- Converting a lead to a contact and a sales opportunity
- Setting Up a Lead Assignment Rule
- How to use filter logic in lead assignment rules
- Copying custom field values from leads to other records
- Changing a lead to a contact
- Changing a Contact to a Lead
- Merging two leads
- Creating and Managing CRM Queues
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Opportunity Management
- Converting an Opportunity Into a Project
- Customizing Opportunities
- How to add stage duration tracking to an Opportunity Page Layout
- How to create an Opportunity
- How to delete a Pipeline or a Pipeline stage
- How to set up a Pipeline
- How to set up opportunity state reasons
- Viewing the value of opportunities in a list
- What are Opportunities?
- What are Pipelines?
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Products, Price Books, & Quotes
- The Guide to Products, Price Books, and Quotes
- Products and Price Books Overview
- What are Quotes?
- Importing Products, Price Books, and Quotes
- How to enable Products, Price Books, and Quotations
- How to create a Product
- How to edit a Product
- How to create a Price Book
- How to edit a Price Book
- How to add and remove Products from a Price Book
- How to assign a Price Book to an Opportunity
- How to customize Opportunity Product and Quote Product Layouts
- How to create a Quote
- How to Edit a Quote
- How to Clone a Quote
- How to delete a Quote
- What is a Quote sync
- How to create a PDF or a Merge Document
- How to format and upload a document template
- How to add Product fields to a Quote PDF
- How to use Microsoft Word to add conditional merge statements into templates
- How to delete a PDF or Merge Document
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Project Management
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Emails
- What are email templates?
- How to create a new email template
- Sending and scheduling email from Insightly
- Deleting emails and email templates
- Forwarding versus auto-forwarding email messages to Insightly
- How to Enable or Disable Email Tracking
- Managing email marketing campaigns
- Saving an email directly to an opportunity, lead, or project
- What Happens When I Save an Email Message to Insightly?
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Calendar
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Dashboards
- What are Dashboards?
- What are Dashboard Cards?
- Insightly's standard dashboards
- Reviewing Dashboards and Dashboard Cards
- How to create a dashboard
- How to Create a Dashboard Card
- How to add a Dashboard Card to a Dashboard
- How to Clone Dashboards and Dashboard Cards
- How to Share a Dashboard Card
- Understanding the dashboard card edit page
- Choosing the Right Chart for Your Insightly Dashboard
- How to create a calculated field for an Insightly dashboard card
- Viewing a Dashboard
- Viewing a Dashboard Card
- How to filter a dashboard card
- How to delete a dashboard
- How to delete a dashboard card
- Dashboards: Data Visualization Basics
- Dashboard Card Example #1: Opportunities by State
- Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year
- Dashboard Card Example #3: Leads by Source
- Dashboard Card Example #4: New Business by Sales Rep
- Dashboard Card Example #5: Project Pipeline Funnel
- Dashboard Card Example #6: Leader board Dashboard card
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Reports
- Advanced Reporting
- Basic Report Filtering
- How to create a custom report
- Adding summary rows to reports
- Using filter logic for advanced reporting
- How to add a chart to your report
- How to add lookup relationship fields to a custom object report
- Running a custom report
- How to bulk edit Reports
- How to edit an existing report
- How to export a custom report
- Making a copy of a custom report
- Setting up scheduled reports and alerts
- How to create, edit, and delete report folders
- What is the User Login Report?
- New Reporting with Subfolders
- What are Linked Items Reports?
- What are the User Generated Activity and User Activity Reports?
- What is the Expected Revenue field in opportunity reports?
- What is the Opportunity History Report?
- What is the Opportunity Stage Duration Report?
- Reporting: How to format date and time fields for grouping
- Troubleshooting custom reports
- Overview of Advanced Reporting
- Lead Reports
- Task Reports
- Project Reports
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Integrations
- How to disable API Access for a user
- Changing Google Calendar notifications for Insightly items
- Configure a connector to send mail using Microsoft 365 or Office 365 SMTP relay
- Configuring the connection between Insightly and Slack
- Connecting Insightly to MailChimp
- Connecting Insightly to QuickBooks Online
- Connecting Insightly to Xero
- Connecting Quote Roller to Insightly
- Contact fields synced to Google Contacts
- Creating PandaDoc Documents from Insightly
- Deleting your Insightly calendar from Google Calendar
- Disabling Google integrations
- Error: Insightly does not have sufficient permissions to access Google Apps
- Exporting contacts or leads to MailChimp
- Google Integrations Available in Insightly
- How to add a contact or lead from the Insightly CRM Sidebar for Gmail
- How to compose and save an email with the Insightly CRM Sidebar for Gmail
- How to create records from the Sidebar in Outlook
- How to create Xero invoice drafts from contacts and organizations
- How to create Xero invoice drafts from opportunities or projects
- How to Install the Insightly CRM Sidebar for Gmail
- How to install the Insightly Sidebar for Outlook
- How to log in to the Insightly Assistant from Slack
- How to log in to the Sidebar for Outlook
- How to perform a LinkedIn search from the Insightly CRM Sidebar for Gmail
- How to remove the Sidebar for Outlook
- How to Save an Email as a Record with the Insightly CRM Sidebar for Gmail
- How to save emails with the Insightly CRM Sidebar for Gmail
- How to save emails with the Sidebar in Outlook
- How to schedule regular imports from MailChimp
- How to send an email from the Sidebar in Outlook
- How to set up SAML Single Sign-On (SSO)
- How to sign in to the Insightly CRM Sidebar for Gmail
- How to use email templates with the Insightly CRM Sidebar for Gmail
- How to use Insightly with Microsoft Outlook
- How to view and find records in the Insightly CRM Sidebar for Gmail
- How to view records in the Sidebar for Outlook
- Importing contacts or leads from MailChimp
- Insightly's Integrations
- Linking a Xero invoice or bill to an opportunity or project
- Linking to files in Box
- Linking to files in Dropbox
- Linking to files in Google Drive
- Linking to files in Microsoft OneDrive
- Linking to items in Evernote
- Microsoft integrations available in Insightly
- Popular connections to Insightly from Zapier
- Removing the Classic Insightly Sidebar for Gmail
- Removing the Xero integration
- Single Sign-On for Microsoft Azure Active Directory
- The Guide to the Insightly Sidebar for Outlook
- Troubleshooting the Insightly API with Postman
- Using email programs other than Gmail or Outlook with Office 365
- Using Gmail with Insightly
- Using Insightly with MailChimp
- Using QuickBooks Online with Insightly
- Using the Insightly CRM Sidebar for Gmail on your mobile device
- Using Xero with Insightly
- What are the requirements for the Outlook sidebar?
- What is the Insightly CRM Sidebar for Gmail?
- What's the Insightly Sidebar for Outlook?
- Working with the Insightly Web API
- Setup of SAML and SCIM for Azure
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Videos & Webinars
- Calculated Fields - How to Setup
- Calculated Fields - Multiplication
- Calculated Fields - Record Age
- Custom Apps - Streamline Your Business
- Custom List Views - How to Create
- Custom Objects - Customized for your Needs
- Custom Objects - Overview
- Custom Objects - Overview
- Dashboards - Overview
- Dynamic Layout Rules - Declutter
- Dynamic Layout Rules - Required Fields
- Dynamic Page Layout Rules - How to Setup
- Lambda - Currency Conversion
- Price Books - How to Create
- Products - How to Add
- Products - How to Discount
- Standard Objects - How to Rename
- Validation Rules - Human Error When Entering Data
- Validation Rules - Reps Abusing CRM Data
- Video: Custom fields and custom layouts
- Video: Custom Reports
- Video: How to Build Dashboard Cards
- Video: How to Create & Utilize Pipelines
- Video: How to Import Data
- Video: How to Use Activity Sets
- Video: How to use the MailChimp Integration
- Video: How to Use Workflow Automation
- Video: How to Work with Opportunities
- Video: Insightly for Project Management
- Video: Insightly for Sales
- Video: Insightly Sidebar for Outlook
- Video: Personalize Insightly (for Everybody!)
- Video: The Insightly Mobile App
- Video: Top 3 New Features of the New Insightly User Experience
- Video: Welcome to Insightly
- Video: Workflow Automation
- Webhooks - How to Setup
- Webinar Recording: Boosting Productivity Through Customization
- Webinar Recording: Configuring Insightly CRM
- Webinar Recording: Insightly Overview Webinar
- Webinar Recording: Introducing Insightly AppConnect
- Webinar Recording: Make Better Decisions by Visualizing Your Data
- Webinar Recording: Navigating your Insightly CRM
- Webinar Recording: Secure and Protect Your Data
- Webinar Recording: Streamline Business Processes Using Automation