Yes, we desperately need this feature! as we now have 2 new partner companies that require different custom fields. If this could be done ASAP it would be amazing!
when i go to create an opportunity it does not let me select from the catagories, or choose which pipeline i want to add it too.
I am trying to set up scheduled reports for insightly, but whenever I save it, it doesnt actually save it. I have tried about 20 times..
Are you able to have a form on a website that when clients fill it out it automatically generates an opportunity in insightly?