Amanda Nieman

1. Community
2. Troubleshooting & Tips: CRM
3. Replace user

Hi Jens - I have an idea, could you just change the user information from the person you want to remove to the person you want to add? You can change that under "user settings"   Then under "Syste...

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• Created March 22, 2016 15:37
• 1 vote

1. Community
2. Ideas & Suggestions
3. Leads integration with Mailchimp

Hi Dan - don't forget to go to the top of the feed and vote on this feature. It helps prioritize this feature request.

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• Created March 21, 2016 17:35
• 0 votes

1. Community
2. Discussions and Best Practices
3. Tracking progress?

Hi Tom! I am actually working on this EXACT process this week with a coworker and I think the first step is to determine how YOU will most likely want the process to go and then set up what you do ...

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• Created March 21, 2016 15:48
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Doubts about the leads management.

Hi Aurora! I can help you with your 2nd question about prioritizing and filtering leads. One way you could prioritize is to assign a number to each lead with a system that 1 is high priority and 5 ...

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• Created March 18, 2016 13:32
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Uploading a file and populating custom fields

Michael - our Newsletter field is a Text field. However, I looked at a few other types of fields we have including check boxes, dates and dropdowns and all appear in the filter section. Here are a ...

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• Created March 18, 2016 13:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Automatic task reminders

Thanks, Nora!

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• Created March 17, 2016 18:05
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Uploading a file and populating custom fields

Once you set up the custom fields the way Richard has suggested, they will appear in the filter pull down menu. For example, one of our custom fields is "Newsletter Opt In" and when we send out a n...

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• Created March 17, 2016 15:02
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Auto-forwarding email messages to Insightly

Hi Jeremy, I can't speak to adding the feature of "auto-forwarding" but a workaround would be to add your Insightly email address as a contact in Outlook and then when you are entering the To and C...

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• Created March 17, 2016 14:56
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Automatic task reminders

Hi Peter! If you go into User Settings (top right) and then select Notifications, you can turn on and off what you receive notifications for and what you follow! Here are a few screen grabs:  

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• Created March 17, 2016 14:51
• 0 votes

1. Community
2. Ideas & Suggestions
3. User Responsible - Teams

Hi Penny! You could also link more than one person to the opportunity or project. That way they have a connection even if they are not assigned or if there is no further action on their part. And w...

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• Created March 16, 2016 18:06
• 1 vote