Answered

link opportunity to project on iPhone?

I do leasing for shopping centers, I have multiple listings, would love to be able to get off the phone with a tenant prospect (opportunity) and mark them down as an opportunity for one of my projects (listings). It looks like I can do that on my laptop but not my iPhone?

I represent tenants as well, would love to be able to get off the phone with a landlord prospect (opportunity) and link them to my project (tenant).

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  • Official comment

    Hi Chis, 

     

    The Insightly mobile app doesn't have all of the same bells and whistles as the web version of our product. The mobile app is meant to complement the web version, and is great for managing your customers and projects while on the go.

     

    This article will go over the features available on our iOS and Android apps.

     

    We appreciate you taking the time to send us your suggestions and feature requests. In fact, we'd love it if you could share your idea here so that your fellow Insightly users can vote and comment. These votes and comments are taken into consideration when we plan our product roadmap. And don't forget to vote up those feature requests that are important to you. Your votes matter, too!

     

    **If you haven't used our Zendesk Community yet, you'll be asked to register. Please use your Insightly user email address and password.**

     

     

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