Insightly

Create Insightly

SETTING UP INSIGHTLY

Configuration setup

SERVICE NAME

INFORMATIONS

ACTIONS

INFO CARDS

Show matching contact

Show matching Leads

DO ACTIONS BY USING SERVICE

create contact TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create project will open the  following fields


click on create contact

create LEAD TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create lead will open the  following fields


click on create lead

create Opportunity TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create opportunity will open the  following fields


click on create opportunity

create project TO insightly

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Insightly

Clicking on Service create project will open the  following fields


click on create Project