Day: March 19, 2024

Preparing Your File for Importing Importing to a new CRM can be tricky. Because there are so many ways your customer information might be stored in a spreadsheet, cleaning and

Sometimes you want to export your data outside of Insightly for reference or analysis, like a list of tagged contacts, custom reports or data you need for other programs you

There are many options in Insightly to perform mass maintenance on groups of records. The mass maintenance buttons will appear above the list of records after checkboxes are selected, and