Insightly Sending an email Flow on Web | Page Flows

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00:02 Email
00:04 Create email
00:07 Add recipient
00:11 Select template category
00:16 Select template
00:36 Edit message

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Sending an email 13 Screens

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Email

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Create email

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Add recipient

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Select template

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Edit message

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Accepting an invite 4 Screens

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Invitation

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Enter password

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Adding a new opportunity 24 Screens

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Opportunities

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Add

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Select organization

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Details

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Actions

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Action menu

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Project details

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Adding a new organization 40 Screens

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Tasks

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Organizations

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Create an organization

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Organization details

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Add files

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Organizations

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Merge

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Add link

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Adding customer to waitlist 23 Screens

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Home

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Contacts

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Add contact

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Adding leads 17 Screens

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Tasks

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Leads

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Lead details

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Kanban board

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Projects

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Project details

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Select stage

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Creating a task 39 Screens

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Home

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Tasks

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Add task

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Assign user

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Select category

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Set due date

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Select stage

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Set visibility

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Task details

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Add link

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Actions

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Delete

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Deleted

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Complete

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Task completed

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Change owner

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Task details

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Edit

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Grid view

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Filtered tasks

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Creating an event 14 Screens

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Event detail

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Actions

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Calendar

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Creating new dashboard 35 Screens

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Dashboards

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Create dashboard

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Deleting your account 7 Screens

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Account menu

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Account

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Account deleted

General browsing 70 Screens

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Recents

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Leads report

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Stats

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My tasks

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Opportunities

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Email

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Calendar

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Notifications

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Categories

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Pipeline

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Help center 19 Screens

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Logging in 6 Screens

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Notification settings 7 Screens

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Onboarding 33 Screens

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