How to Add an Email Signature in Insightly

Note: In order to use your email signature with Insightly, you will need to copy the HTML code of your email signature.

Step 1:

Once you are ready to install your email signature into the Insightly CRM, open your browser and log into Insightly.

Click on your profile picture in the top right, and then click on User Settings.

Insightly Email Signature

Step 2:

On the left menu, click on Email Signature. Click the <> button on the right-hand side. The text box will turn black, which allows you to insert HTML code. Paste the HTML code into the Signature text field.

You can now click the <> button again to preview your email signature. Once you are happy with it, click Save Email Signature at the bottom.

Insightly Email Signature

Step 3:

Your new email signature is now installed! Test it out by composing a new email to make sure it looks correct.

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