Importing conference call participant details
I host regular conference calls that my clients can participate in. My conference call provider emails me a list of participants after each call (see image below).
Is there a way I can automatically feed this information into Insightly if I save it as a .csv file? I'd have to use the clients' phone numbers to identify them.
I'd like to be able to bring up a record on a particular client in Insightly to see a list of conference calls they took part in in the past.