Insightly CRM and Project Management
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Top Questions

  1. New to Insightly?
  2. How do I access Insightly from my mobile device?
  3. What is the Insightly Gmail Gadget?
  4. What are pipelines and how do I use them?
  5. How do I import data into Insightly?
  6. How do I use Insightly with MailChimp?
  7. How do I set up Google Calendar sync?
  8. How do I add a new user?
  9. Do you have an API?
  10. How do I sync my Google contacts to Insightly?
  11. Can I view a contact's Twitter or LinkedIn information?
  12. How do I change how contacts are displayed and sorted?
  13. How do I set up email reminders for tasks?
  14. Are there guidelines for importing data?
  15. What is a milestone and how do I set them up?
  16. How do I use tasks in Insightly?
  17. How do I create custom fields & filters?
  18. How do I export my Insightly data?
  19. What are events? How do I use them?
  20. How do I send a mass email from Insightly?
  1. Top questions
  2. Getting Started 4
  3. Contacts 3
  4. Import & Export 9
  5. Opportunities & Projects 11
  6. Tasks, Calendar & Events 8
  7. Mobile Apps 3
  8. Email 11
  9. Account Info and Billing 7
  10. Google Sync 3
  11. Google Apps & Integrations 13
  12. Other 8
  13. Editing & Maintaining Data 16
  14. Social Media 2
  15. Technical 12
  16. Users 9
  17. System Settings 8
  18. Reports 1
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