- Email Summary
- What are email templates?
- How to create a new email template
- Sending and Scheduling Emails from Insightly CRM
- 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?