What are the default fields in Insightly?

These are the default fields Insightly includes for each object. When you're planning which custom fields to add, this should come in handy. You can create your own import template by exporting records and utilizing the spreadsheet as an import template to help import data.

Leads
Contacts
Organizations
Opportunities
Projects

*Required fields

Leads

Lead InformationPrefix
 First Name
 Last Name*
 Title
 Organization
 Lead Status
 User Responsible
 Lead Rating
Additional InformationEmail Address
 Phone
 Phone (Mobile)
 Fax (Phone)
 Website
 Industry
 Number of Employees
 Lead Source
AddressAddress
 City
 State/Province
 Postal Code
 Country
DescriptionDescription

Contacts

Contact InformationPrefix
 First Name*
 Last Name
 Occupation / Role / Title
 Organization
 Date of Birth
 Email Address
 Phone
 Phone (Home)
 Phone (Mobile)
 Phone (Other)
 Phone (Assistant)
 Assistant Name
 Fax (Phone)
Additional InformationBackground
Address (Mail)Address
 City
 State/Province
 Postal Code
 Country
Address (Other)Address
 City
 State/Province
 Postal Code
 Country
Dates to RememberOccasion Name
 Date

Organizations

Organization NameOrganization Name*
Contact DetailsPhone
 Fax (Phone)
 Website
Address (Billing)Address
 City
 State/Province
 Postal Code
 Country
Address (Shipping)Address
 City
 State/Province
 Postal Code
 Country
Dates to RememberOccasion Name
 Date 
Additional InformationBackground

Opportunities

DetailsOpportunity Name*
 Description
Additional InformationCategory
 Probability Of Winning
 Forecast Close Date
 Who's Responsible
 Value
 Bid Amount
PipelinePipeline Name
 Stage

Projects

DetailsProject Name*
 Description
Additional InformationCategory
 Who's Responsible
PipelinePipeline Name
 Stage

 

 

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