Ed Schilling May 23, 2018 14:50 Follow Completed Trying to link records I am trying to link 2 records. The help article says to go to the links area in the record. In my records there is no links area to go to. Am using the updated version of Insightly. What am I doing wrong? 0
Comments
Hello Ed,
This depends on what records you are linking as some are limited. For example, Insightly cannot link leads or comments.
If this doesn't address your issue, please send me a screenshot so I can provide further assistance.
Thank you,
Micah Feldkamp
Hi Ed,
You will find it in the 'Related" tab. Here is a screen shot to show you where the link is - scroll down:
https://support.insight.ly/hc/en-us/articles/204248060-Linking-records
Hope this helps.
Please sign in to leave a comment.