How can I activate leads in Insightly?

  1. Home
  2. Knowledge Base
  3. Insightly
  4. How can I activate leads in Insightly?

To activate the leads in Insightly CRM, follow the next steps:

  1. Sign into your Insightly account and choose ‘System Settings’ from the drop-down box. You can find it on the right side of your dashboard.

Insightly lead Activation

  1. You will see different options on the left side and mark ‘Lead Management’.
  2. Then, the ‘Lead Management enabled’ will appear in the middle of the page layout. Click on the corresponding box next to it and press ‘Save Settings’. At this point, all the leads in your CRM will be activated.

More questions are coming up?
Feel free to contact our support team.

Get Support

Was this article helpful?

Related Articles

Al continuar utilizando este sitio web, acepta el uso de cookies de acuerdo con nuestra Política de cookies .

×