Day: March 26, 2024

Tags help you group items in Insightly. You can add tags to opportunities, projects, contacts, organizations, and emails. The best way to describe how to use tags is with an

Insightly supports both drag-and-drop file uploads and multi-file uploads. Which you can use will depend on your browser. Drag-and-drop file uploads To add files to a record using this method:

Insightly’s reporting functionality includes nine reports centered around opportunities and one around completed activities (tasks and events). If the current reports don’t meet a specific need, you can always export