CRM

General Information

• What is Insightly CRM?
• Getting Started
• Using Insightly to manage sales
• Mobile App: FAQ (CRM)
• Customizing Contact Management
• Different ways to access Insightly

See all 17 articles

Managing Records

• Record view: FAQ
• List Views
• Accessing an item using a unique ID number
• Creating a record from the Lookup dropdown
• Cloning Records
• How to Use Insight Cards

See all 24 articles

Sales & Pipeline Management

• Leads, Opportunities, Pipelines & Projects: FAQ
• Leads
• Lead Assignment Rules
• Opportunities
• Pipelines
• Projects

See all 11 articles

Emails

• Email (CRM): FAQ
• Sending & saving emails
• Email Inbox Sync
• Email Templates (CRM)
• Managing email marketing campaigns

Products, Price Books & Quotes

• Products, Price Books & Quotes: FAQ
• Products, Price Books & Quotes Guide
• Importing Products, Price Books & Quotes
• Customizing Opportunity Product and Quote Product Layouts
• Quotes: documents & templates
• Quote sync

See all 9 articles

Reports

• Specific Report Types: FAQ
• Which objects can I use in reporting?
• Advanced Reporting Guide
• Per-Object Reports
• Report Folders & Subfolders
• Reporting: advanced how-tos

Dashboards

• Dashboards & Dashboard Cards: FAQ
• Deleting dashboards & cards
• Insightly's standard dashboards
• Choosing the Right Chart & Calculated Fields
• Dashboard Card Examples
• Dashboards & Dashboard Cards Guide

Importing & Exporting

• Importing & Exporting: FAQ
• Importing Data Guide
• Importing from external sources
• Exporting Data
• Opening a CSV in Excel to fix formatting

Customizing Objects & Fields

• Custom Objects & Apps: FAQ
• Custom Fields: FAQ
• Custom Calculated Fields: FAQ
• Custom Objects Guide
• Custom Apps Guide
• How to rename standard objects

See all 17 articles

Automation

• Automation & Workflow: FAQ
• Tasks & Activities: FAQ
• Automation & Workflow Guide

Web Forms

• Web to Contact / Web to Lead Forms
• Webform data rights & retention

Users & Permissions

• Permissions & Users: FAQ
• SSO/SAML: FAQ
• Simple vs Advanced Permissions
• Advanced Permissions Guide
• Advanced Permissions: Organization-Wide Sharing
• Advanced Permissions: Profiles

See all 14 articles

Account & Settings

• Account & UI: FAQ
• Admin & billing: FAQ
• User Settings
• Login & access troubleshooting
• SSO/SAML: additional providers
• Insightly's System Settings

See all 7 articles

Integrations

• Integrations: FAQ
• Insightly's Integrations
• Google Integrations
• Microsoft Integrations
• Insightly Sidebar for Gmail Guide
• Insightly Sidebar for Outlook Guide

See all 16 articles

AI Features

• Insightly Copilot
• AI Email Generation