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Written by our experts. Videos on many topics. Active Q&A help from. 2 Setting Things Up. 4 Working in Insightly. Setting up and using Leads. Converting a lead to a sales opportunity. Using Insightly to manage sales. Using projects in Insightly. Creating a project from an opportunity. Changing a responsible user for multiple leads, opportunities, or projects. Displaying and sorting contacts. Changing a contacts role. Copying an organizations address to a contact. Viewing social media information. Changin...

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Written by our experts. Videos on many topics. Active Q&A help from. 2 Setting Things Up. 4 Working in Insightly. Setting up and using Leads. Converting a lead to a sales opportunity. Using Insightly to manage sales. Using projects in Insightly. Creating a project from an opportunity. Changing a responsible user for multiple leads, opportunities, or projects. Displaying and sorting contacts. Changing a contacts role. Copying an organizations address to a contact. Viewing social media information. Changin...

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Insightly Support | support.insight.ly Reviews

https://support.insight.ly

Written by our experts. Videos on many topics. Active Q&A help from. 2 Setting Things Up. 4 Working in Insightly. Setting up and using Leads. Converting a lead to a sales opportunity. Using Insightly to manage sales. Using projects in Insightly. Creating a project from an opportunity. Changing a responsible user for multiple leads, opportunities, or projects. Displaying and sorting contacts. Changing a contacts role. Copying an organizations address to a contact. Viewing social media information. Changin...

INTERNAL PAGES

support.insight.ly

1

Getting Started – Insightly Help Center

http://support.insight.ly/hc/en-us/categories/200244604-Getting-Started

The Getting Started Guide. 2 Setting Things Up. 4 Working in Insightly. How to log in to Insightly. How to log in to the Help Center. What are the Next Activity and Last Activity dates? Quickly adding new items and viewing recent items. See all 9 articles. Set up your account to send email from Insightly. Troubleshooting SMTP and unverified email accounts. Changing your profile picture. Customizing your email signature. Adding a hosted image to your custom email signature. See all 9 articles.

2

Videos & Webinars – Insightly Help Center

http://support.insight.ly/hc/en-us/categories/200244440-How-To-Videos

Learn more by watching our how-to videos and webinars. Video: Introduction to Insightly. Video: Linking Items Together. Video: Working with Contacts. Video: Working with Opportunities. See all 22 articles. Live Webinar: Insightly Getting Started. Webinar: New Features Summer 2016. Webinar: MailChimp Integration v2. Webinar: Ready. Set. Go! Getting Started with Insightly. Webinar: Take Insightly On the Go with Mobile Apps. Webinar: Managing Your Customers in Insightly. See all 14 articles.

3

Insightly Help Center

http://support.insight.ly/hc/communities/public/topics

New to Insightly Support? Get answers from knowledgeable customers and Insightly team members. Find suggestions from other Insightly customers and vote up the ideas that matter to you. Discussions and Best Practices. Join us as we dive into topics presented by Insightly team members and Guest Speakers. Leave feedback on the Insightly mobile experience and post your feature requests. Find answers about our API and share your knowledge with fellow developers. Product Updates from Insightly.

4

1. Introduction – Insightly Help Center

http://support.insight.ly/hc/en-us/articles/204413704-1-Introduction

The Getting Started Guide. March 31, 2016 20:03. There are many reasons our customers love Insightly: ease of use, all the right functionality, integrations with popular applications, and so much more. While it’s easy enough to jump right in with both feet, this Getting Started section will help you cross the t’s and dot the i’s (with a heart, of course) as you get to know your new CRM. This is the Insightly Help Center. With links to whitepapers, a Getting Started guide, and live and recorded webinars.

5

Using Insightly – Insightly Help Center

http://support.insight.ly/hc/en-us/categories/200244470-Features

Using Insightly to manage sales. Creating and managing leads. Converting a lead to a contact and a sales opportunity. How to create an opportunity. Using opportunities in Insightly. See all 11 articles. Insightlys mobile apps for iOS and Android. Features available on iOS and Android apps. How to refresh data on our iOS and Android apps. Viewing your Insightly calendar on mobile. Recording audio notes on mobile apps. Scanning business cards on our mobile apps. See all 7 articles. How to add a task. Sendi...

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insightly.com

Insightly Seamlessly Integrates w/ Your Favorite Cloud Applications

https://www.insightly.com/integrations

Insightly for Project Management. Sign Up for a Free Trial. The CRM That Works For YOUR Business. Seamlessly connect your CRM and Project Management to popular online applications like Google Calendar, Gmail, and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online and more. Customer Service & Support. Denotes an extension made in-house by Insightly. Microsoft Outlook 2013,. Office 365 Business Edition. Customer Service & Support. Dedupely safely de-duplicates your Insightly contacts.

insightly.com

Lead Management - Insightly

https://www.insightly.com/features/lead-management

Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. Leads are an important part of any sales process. And Insightly can help you streamline your lead management process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you can create a lead in Insightly. You can collect leads from a variety of sources. Best Lead Man...

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CRM Dashboard Reports: Data to Help Your Business Grow | Insightly

https://www.insightly.com/features/reports

Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. Insightly lets you look at your business any way you want. Insightly offers Advanced Reports and Legacy Reports so you have plenty of options for your business:. But you can export the data into other graphing tools like Excel or Microsoft BI. Our Legacy Reports are configurable reports for Opportunities and Activities and include basic graphs. Schedule / Set Alerts. Value...

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Calendars and Tasks - Insightly

https://www.insightly.com/features/calendars-and-tasks

Insightly for Project Management. Sign Up for a Free Trial. Our CRM Gives You Super Powers. The Force to Make Your Business Stronger. You’ll never be more organized with Insightly Tasks and Calendar Events! The Insightly Calendar shows all your events. And you can even display your tasks with due dates, milestones, and public events from other Insightly users. You can also sync your Insightly calendar with Google and Outlook Calendars. See all your Insightly events in one place. Sign Up For A Free Trial.

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Insightly In The News

https://www.insightly.com/about/press-mentions

Insightly for Project Management. Sign Up for a Free Trial. Building The CRM to. Freeing You From Inefficiency. August 1, 2016. 3 Lessons Millennials Can Learn From Gen-Xers. July 15, 2016. Top 10 CRMs Small Business Owners Need to Thrive. May 17, 2016. Information Moves the Supply Chain: A CRM Primer. May 3, 2016. 43 Apps and Extensions Making Google Chrome the Best Small Business Browser. April 19, 2016. Scrappy Sales Software Startup Snags More Backing. January 16, 2016. January 5, 2016. July 28, 2015.

insightly.com

News, tips and best practices to run your business better.

https://www.insightly.com/blog

Insightly for Project Management. Sign Up for a Free Trial. The Secret to Nurturing the Best Leads Into Sales. Contact Info from Opportunity Now Appears in Documents. August 25, 2016. After launching and gaining some valuable feedback from our customers, we’ve made a revision that is sure to make the user experience even better. Now, when you link a contact to an opportunity, you can pass that contact data seamlessly into a document. Why CRM Needs to Be a Priority Item in the Budget Plan. August 24, 2016.

insightly.com

Insightly Partner Program

https://www.insightly.com/partner-program

Insightly for Project Management. Sign Up for a Free Trial. Insightly is the #1 small business CRM used by over 1M users around the world. To get in touch with us about our upcoming 2016 Partner Program, please fill out the form and include a brief description of how you’d like to work with Insightly. Interested in integrating your application with Insightly? Check out our current integrations. First Name is required. Last Name is required. Company Name is required. Email Address is required.

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Partner Post: Bootstrapping Your Marketing Automation - Insightly

https://www.insightly.com/blog/partner-post-bootstrapping-marketing-automation

Insightly for Project Management. Sign Up for a Free Trial. Partner Post: Bootstrapping Your Marketing Automation. What is Marketing Automation? Send nurture emails to new leads who meet certain criteria. Automatically tag certain leads based on pre-defined criteria. Automatically send new web leads to Insightly. Develop an Implementation Plan. So reviewing the example above, when someone completes a form on your website, make sure you have a place other than your inbox to capture the information. Yo...

insightly.com

Resources - Insightly

https://www.insightly.com/resources

Insightly for Project Management. Sign Up for a Free Trial. Become A CRM Mastermind. Welcome to Insightly Resources! Let’s Get Started. We have a variety of information – from educational information on how a CRM can change your life to how to get started with Insightly in “10 Easy Steps”. We are always adding new resources and content so bookmark this page and check back often. CRM Basics can help familiarize you with what a CRM is — from definitions and acronyms, to basic industry practices. Online Con...

insightly.com

Insightly For The Enterprise - Insightly

https://www.insightly.com/enterprise

Insightly for Project Management. Sign Up for a Free Trial. Powerful CRM for All. Insightly For Small Businesses. Insightly For Growing Businesses. Insightly For The Enterprise. Ldquo;A good CRM system ensures that everyone in the company knows everything that’s going on with your customers.”. Dash; Gene Marks, Smartbiz.com. Insightly For The Enterprise. We know what you’re thinking: Insightly was built for SMBs, so how can you help a company of our size? Why Insightly for enterprise? And access the deta...

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support.insight.ly

Insightly Support

Written by our experts. Videos on many topics. Active Q&A help from. 2 Setting Things Up. 4 Working in Insightly. Setting up and using Leads. Converting a lead to a sales opportunity. Using Insightly to manage sales. Using projects in Insightly. Creating a project from an opportunity. Changing a responsible user for multiple leads, opportunities, or projects. Displaying and sorting contacts. Changing a contacts role. Copying an organizations address to a contact. Viewing social media information. Changin...

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