Amanda Nieman
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Hi Jamie, Yes! You can bulk edit and change permissions. If you select all the contacts you want to edit and then click the bulk edit option (the pen): Once you go into Bulk Edit, you select Chan...
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Hello, Here is a great guide for Importing Leads. And you can also download sample import files here. As long as you map the Status field, it should pull the contents of that cell for each Lead. H...
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Your entire list should be in alpha order either by first name or last name. So if you have As and Bs on the first page, your second page will have Cs, and Ds, and so on. There are 2 ways you can s...
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Hi, You CAN import more than 50, you just have to select that option. Once you've filtered your contacts, there is a link in the center to select ALL records, not just the frist 50: Once you clic...
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- Community
- Troubleshooting & Tips: CRM
- Why can I NOT see "Manage Tags" when I am looking at my contact?
To remove a tag, you'll need to go into Bulk Edit. After filtering for all the contacts who are tagged with Tag A and Tag B, you select all and the click Bulk Edit: Once you select Bulk Edit, chec...
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Hi Dana, I also have a Windows phone and as much as I love it for many reasons, the app availability is NOT one of them. :) I can tell you that I use the Insightly app on my my iPad and it works r...
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Hi Brandon, As for exporting contacts from tag A and C, you can do this a few ways. You can FILTER and include both tags, like this: OR when you are selecting a Tag from the right hand side, ther...
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I apologize, you've been saying LEAD SOURCE and I've been reading it as LEAD. I don't have an immediate answer for this. Hopefully someone in the community has a workaround. The only thing I can th...
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Hi Scott, As long as you have both fields in the report, you can pull a report by opportunities won linked to a specific lead source. Here is a great guide with lots of articles on reports. There i...
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