I thought that if an organization had a domain email established all new contacts and emails added would be linked to the organization. It is not working that way.
How do you auto link all conta...
I was just going to ask this question! We just switched CRM's and it would be great if there was a pop up that said "this email address is already associated with another XX insert whatever XX."
I have created and re-created the API code and still some of the lists we have in Mailchimp are not showing up in insightly?
Anyone having a similar issue?