Insightly Classic
Insightly Classic is the previous version of Insightly. It is not available to newly created accounts. Users on Insightly Classic can switch over to the latest version at any time.
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[Insightly Classic] Email
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[Insightly Classic] Activities and Automation
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[Insightly Classic] Connecting to Google & Microsoft
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[Insightly Classic] Connecting to other apps
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[Insightly Classic] Getting Started
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[Insightly Classic] Account Administration & Billing
- [Insightly Classic] How to replace the Insightly logo with your own logo
- [Insightly Classic] Changing your Insightly URL
- [Insightly Classic] Why are users listed as contacts?
- [Insightly Classic] Granting or removing a user's export permissions
- [Insightly Classic] Granting or removing administrator permissions
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[Insightly Classic] Permissions and Security
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[Insightly Classic] Importing & Exporting
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[Insightly Classic] Managing your records
- [Insightly Classic] How to delete data
- [Insightly Classic] Deleting custom fields
- [Insightly Classic] How to clone a custom field
- [Insightly Classic] Copying custom field values from opportunities to projects
- [Insightly Classic] How to create a custom field
- [Insightly Classic] Setting up and using categories
- [Insightly Classic] Quick filtering and updating tags
- [Insightly Classic] How to add a tag
- [Insightly Classic] What are tags?
- [Insightly Classic] How to create a custom field group
- [Insightly Classic] Finding duplicate records with SmartMerge
- [Insightly Classic] Cloning a contact
- [Insightly Classic] Copying an organization's address to a contact
- [Insightly Classic] Updating multiple records with bulk editing
- [Insightly Classic] How to sort list views
- [Insightly Classic] How to set up custom filters for your lists
- [Insightly Classic] What are the Next Activity and Last Activity dates?
- [Insightly Classic] Managing social media links
- [Insightly Classic] Attaching files to a record
- [Insightly Classic] How to follow records and receive notifications
- [Insightly Classic] Linking records
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[Insightly Classic] Sales and Project Management
- [Insightly Classic] What are opportunities?
- [Insightly Classic] How to create an opportunity
- [Insightly Classic] Viewing the value of opportunities in a list
- [Insightly Classic] How to create and manage leads
- [Insightly Classic] Converting a lead to a contact and a sales opportunity
- [Insightly Classic] Copying custom field values from leads to other records
- [Insightly Classic] Changing a lead to a contact
- [Insightly Classic] Changing a contact to a lead
- [Insightly Classic] What are projects?
- [Insightly Classic] How to create a project
- [Insightly Classic] What are Milestones?
- [Insightly Classic] How to add a milestone and related tasks
- [Insightly Classic] How to edit a milestone
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[Insightly Classic] Videos and Webinars
- [Insightly Classic] Video: Managing Relationships with Insightly
- [Insightly Classic] Video: Insightly Account Setup (for Admins)
- [Insightly Classic] Video: How to Send an Email When Using Insightly
- [Insightly Classic] Video: Organizing with Custom Fields, Categories, or Tags
- [Insightly Classic] Video: How to Use Projects
- [Insightly Classic] Video: How to Link Records
- [Insightly Classic] Video: How to Manage Your Tasks
- [Insightly Classic] Video: How to Set Advanced Permissions
- [Insightly Classic] Recorded Webinar: Ready. Set. Go! Getting Started with Insightly
- [Insightly Classic] Recorded Webinar: How to Successfully Roll Out Insightly to Your Team
- [Insightly Classic] Recorded Webinar: Surpass your Sales Goals with Insightly
- [Insightly Classic] Recorded Webinar: How Insightly Sales Uses Insightly
- [Insightly Classic] Recorded Webinar: Lead Assignment Rules
- [Insightly Classic] Recorded Webinar: MailChimp Integration
- [Insightly Classic] Recorded Webinar: Workflow Automation
- [Insightly Classic] Recorded Webinar: Saving the Day with Advanced Reporting
- [Insightly Classic] Recorded Webinar: Insightly's Accounting Integrations - QuickBooks Online and Xero
- [Insightly Classic] Recorded Webinar: Managing Your Real Estate Business With Insightly