Login to Insightly. Click on the person in the circle at the top right of your Insightly window. Select “User Settings”. Click on Notifications. Make…
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…
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…
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…
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…
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…