The Home Tab will display Recent Activity that has been entered into Insightly. You have the option to choose the Activity type you would like…

Insightly gives you three ways to access your data on the road. ● For iPhone, iPad, and Android phone and tablet users, they have native…

Linking in Insightly creates ties between related items and provides relevant context to items in your database.Because Insightly uses hyperlinks to show the relationships, you…

Insightly includes a number of shortcuts to navigate through the application with a press of a key or two. Click outside of an entry field…

Insightly Sales Rep Instruction Manual Insightly includes all the CRM tools a business needs to manage their customer relationships and projects, from sales to project…

● Log into Insightly.● Open the Leads area (as seen below). ● Click on the new Lead button (as seen below). ● Fill in all…