Insightly

• Create contactAdd a person to Insightly, optionally at an organization.
• Update contactChange a contact's details. Only the fields you fill in change.
• Find contactsLook up contacts by email, name, phone or another field, or by tag.
• Create organizationAdd a company or other organization to Insightly.
• Update organizationChange an organization's details. Only the fields you fill in change.
• Find organizationsLook up organizations by name, website or phone, or by tag.
• Create leadAdd a lead: someone who might become a customer. Status and source default to your account's defaults.
• Update leadChange a lead's details or status. Only the fields you fill in change.
• Find leadsLook up leads by email, name, company or phone, or by tag.
• Create opportunityAdd a deal you're working on, optionally with an organization and a contact.
• Update opportunityChange a deal's details, or mark it won or lost. Only the fields you fill in change.
• Find opportunitiesLook up deals by name, state or organization, or by tag.
• Create taskAdd a to-do, optionally about a contact, organization, lead, opportunity or project. It's assigned to you unless you pick someone else.
• Add noteLog a note on a contact, organization, lead, opportunity or project.
• Delete recordPermanently delete a contact, organization, lead, opportunity, project, task or note. Deleting one that's already gone succeeds.

No actions match that.