We have weekly sales meetings and we would like to know how others use Insightly tools to run their meetings.
I would like to see this feature as well and colour code the priorities in reports
We use the Opportunity Funnel Analysis Reports for our weekly sales meeting and find it really helpful. Can you please add funnel analysis as an option to the new advanced reporting.
We use the Opportunity Funnel Analysis Reports for our weekly sales meeting. We have opportunities in USD, CAD as well as EUR. When applying the filters, under currency we are required to filter fo...
We have a duplicate opportunity and would like to merge the two. Anyone know how we can do this?