Link Email Address

Is it possible to have one Link Email Address for one account (not individual users) for Projects and Opportunities?  I know you can set up the link email address in your Outlook contacts, but if you have many users that is a lot of contacts to add if everyone has individual email addresses.

It would also be great to be able to click on a contact from a Project or Opportunity and it takes you to Outlook and automatically links in Insightly to both contact and project or opp (I know other programs can do that)?

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  • Hello Amanda, thank you for posting!

    While projects and opportunities do currently have their own email addresses so you can link emails to them directly, we don't have the functionality of what you're asking. 

    Thank you for letting us know that you would find this useful!

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