Primary or Designated Contact for Opportunities
For opportunities with multiple Linked Contacts, I would like to be able to designate which contact appears in my Opportunity Report.
In my previous CRM, I was able to designate which Contact was "primary," and that Contact appeared in our sales reports.
In Insightly, if multiple contacts are associated with an Opportunity, there is no way to designate which Contact appears in the Linked Contact column of a report, nor is there any rhyme or reason in which one appears in reports (confirmed on the phone with support).
For many of our opportunities, we have multiple influencers who should be listed, but a single buyer/sales point of contact to appear on the Opportunity report.