How to Use Insight Cards
Insight Cards sit on the right side of a record and add context about what you are looking at. There are five types: Organization, Opportunities, Weather, Time, and Duplicate Records.
A record displays a maximum of six Insight Cards.
On this page:
Organization
Shows the details of any primary linked organization on a contact, lead, or quote record. The card carries Organization Name, Phone, Fax, Billing Address, and Shipping Address.
Removing a field from the organization record removes its label and value from the card. The organization’s country is the exception and cannot be removed. Unlinking the organization removes the card entirely.
A record can show several Organization cards. Where a record has cards of more than one type, Organization cards sort below the others.
ℹ️ The viewer needs permission to see the organization record, otherwise the card does not appear.
Opportunities
Shows open and closed opportunities on the contact, lead, and organization records the opportunity is linked to. The card carries:
- Opportunity Name
- Opportunity Value
- Pipeline Stage
- Forecast or Actual Close Date
- Opportunity Responsible User
- Opportunity Owner
- Won or Lost, if closed
Several Opportunity cards can appear at once, which is what makes a contact record usable for a rep checking open deals. They sort in a fixed order:
- Open, by forecast close date
- Open, with no forecast close date
- Closed and won, earliest actual close date first
- Closed and lost, earliest actual close date first
ℹ️ The viewer needs permission to see the opportunity record, otherwise the card does not appear.
Weather and Time
Show local time and weather for the contact, opportunity, or organization being viewed, based on its address. Opportunity records use the address of their primary linked organization.
⚠️ Include postal code and country. Without them the cards cannot resolve the location and will not generate correct information.
Weather displays Fahrenheit or Celsius according to the country set in your User Settings. The card always shows unless the record’s address information is removed.
Duplicate Records
Appears only when Insightly detects other open leads sharing the email address of the lead being viewed.
To clear the card, give the affected leads different email addresses, merge them, or delete the duplicates. Clicking a name on the card opens that record for editing.