Answered

Edit opportunity filter

Hi, 

I am trying to edit a filter that I created in the opportunites view.

Can you please explain if it is doable? and how you can do it?

Thank you very much,

Ron

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  • Hello Ron,

    If you are still using Insightly Classic the ability to edit filters is not possible. To have the ability to edit filters I suggest switching to our New Insightly Experience. It's not just a new look, it comes with a number of enhancements that we hope help make it easier to use Insightly and review your data.

    To learn more about what's new, please click here.

    Please note: Once you switch between Insightly Classic and the New Insightly Experience, you will not be able to switch back manually.

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