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Sign up on InsightsCRM
To create an account on InsightsCRM: Visit www.insightscrm.com Click on the Sign-Up button. Enter your First and Last Name. Enter the Company Name. Enter your email address. Enter the Password and confirm the password. Enter your mobile number. Check ...
Invite users to InsightsCRM
Follow these steps to invite users to InsightsCRM: Navigate to the Admin module. Click on the Manage Users Tab. Click on the Invite Users icon. Enter the Email Address of the invitee user. Select the Group from the dropdown to provide appropriate ...
Reset Password for InsightsCRM
Click on Login button. Choose the respective product from the list. We have chosen Banking, M&A, Advisory. Enter your registered email address. Click on the Forgot your password? option. You will be directed to Forgot Password window. Enter your ...
Deactivate or Reactivate user from InsightsCRM
Access Admin Module: Open the Admin module in InsightsCRM. Manage Users: Select 'Manage users'. Hover on User’s name: Hover over the user’s name and it will highlight the Deactivate button. Deactivate: Click on the 'Deactivate' button that ...
Commit mail from Outlook or Gmail to InsightsCRM
InsightsCRM has the ‘Smart Email’ functionality to commit email from Outlook/Gmail to InsightsCRM. To commit emails to InsightsCRM, ensure that Bcc Email (Smart Email address) is included in your sender list. By default, Bcc Email (Smart Email ...