- [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
[Insightly Classic] Managing your records
Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.