Category: Training

The Tasks Tab can be used for: The Organizations Tab: The Opportunities Tab: The Projects Tab: The Emails Tab: The Tab: TAGS Tags are attached to EVERYTHING : TEAMS

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

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 can easily jump between items.

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 and type the keys below

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 management. Adding, Searching, and Editing

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

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