- [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
[Insightly Classic] Sales and Project Management
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.