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 Information | Prefix |
First Name | |
Last Name* | |
Title | |
Organization | |
Lead Status | |
User Responsible | |
Lead Rating | |
Additional Information | Email Address |
Phone | |
Phone (Mobile) | |
Fax (Phone) | |
Website | |
Industry | |
Number of Employees | |
Lead Source | |
Address | Address |
City | |
State/Province | |
Postal Code | |
Country | |
Description | Description |
Contacts
Contact Information | Prefix |
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 Information | Background |
Address (Mail) | Address |
City | |
State/Province | |
Postal Code | |
Country | |
Address (Other) | Address |
City | |
State/Province | |
Postal Code | |
Country | |
Dates to Remember | Occasion Name |
Date |
Organizations
Organization Name | Organization Name* |
Contact Details | Phone |
Fax (Phone) | |
Website | |
Address (Billing) | Address |
City | |
State/Province | |
Postal Code | |
Country | |
Address (Shipping) | Address |
City | |
State/Province | |
Postal Code | |
Country | |
Dates to Remember | Occasion Name |
Date | |
Additional Information | Background |
Opportunities
Details | Opportunity Name* |
Description | |
Additional Information | Category |
Probability Of Winning | |
Forecast Close Date | |
Who's Responsible | |
Value | |
Bid Amount | |
Pipeline | Pipeline Name |
Stage |
Projects
Details | Project Name* |
Description | |
Additional Information | Category |
Who's Responsible | |
Pipeline | Pipeline Name |
Stage |