Hyperlink

I was wondering, Is it possible to have the exported leads on an excel sheet to have them hyperlinked, Meaning, If I exported a bulk of leads from Insightly and I download the Excel sheet, and I want to go back to a lead that I saw on the excel sheet and I want to open it on Insightly...Once I click on it (On Excel) to let it take me to the lead and show it to me on Insightly

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  • Hi there REACH IMMIGRATION - Catherine Baqain:

    This type of hyperlinking will work, as long as you are logged into your Insightly account in your default browser :)

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  • Hi Catherine,

    You can also run a report using the Advanced Reporting feature, and all of your Leads will link back to their respective record.

    Thank you,

    Micah Feldkamp

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