Jacquelyn Oduro

1. Community
2. Troubleshooting & Tips: CRM

I am trying to generate a report of my contacts.  Problem is that when we imported the organizations into Insightly, each organization and their contacts defaulted to Record owner of the administra...

• Created May 14, 2018 20:34
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• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

If I am listed as a record owner for an organization, is there a way to have all contacts under that organization listed with me as record owner for all those contacts?  or do I have to go into eac...

• Created May 14, 2018 20:21
• 2 followers
• 1 comment
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

My main standards dashboard used to be populated (2 weeks ago) with wonderful info, and now it's all gone.  How do I get it back?    

• Edited April 26, 2018 16:32
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• 0 votes