See linked relationships with Insightly's new Linked Items Report

If you want to view the relationships between different record types, then try out our new Linked Items Report. This report displays linked connections between contacts, organizations, projects and opportunities so you can create lists like:
 
  • All contacts with the opportunities and projects they are involved with
  • Decision makers and influencers for each opportunity
  • Stakeholders and contributors linked to each project
  • Employees or members linked to your organizations

These are just a few examples of the reports that you can set up.

See our Help Article for more information on how to create Linked Items Reports. Thanks!



 
0

Comments

2 comments

Post is closed for comments.