
Amanda Nieman
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- The Insightly Insider - Don't Lose your Prospects to your Rolodex: how Proper Lead Management Puts You in the Lead
Thanks Bengt! Yes, I completely agree with you and have actually set it up that way, all previous spreadsheet info is now in Insightly. Where I haven't been successful (yet!) is translating the col...
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- Community
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- The Insightly Insider - Don't Lose your Prospects to your Rolodex: how Proper Lead Management Puts You in the Lead
Hi Sarah! I suppose my first question is about getting team members to embrace a lead mgmt system. I work with someone who used a "multi-spread sheet/color code system" (which was time consuming an...
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- Community
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- The Insightly Insider - Don't Lose your Prospects to your Rolodex: how Proper Lead Management Puts You in the Lead
I'm excited for this discussion! We use a "chat format" with another sales organization I'm involved with and it's actually quite effective. You can be passive and read all the tips as they are pos...
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Hi Kevin! I have a few ideas that might work for you. First, do you use Activity Sets? They can be VERY helpful when you have a consistent group of tasks that always occur (as you've mentioned when...
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It worked this morning! Not sure what the deal was with the 8PM attempt.... maybe Insightly's way of telling me to STOP WORKING??? :^)
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I had the same issue last night. I was using the CSV template for Contact Notes and was able to successfully upload notes at 5:17pm CST but when I tried another batch at 8:23pm and 8:28pm and I rec...
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I am chiming in on this topic too! I'm sure it's not the highest priority but I did a LOT of testing before setting everything up in Insightly and the Test Leads that I converted are still there an...
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Thanks, Jessica! I appreciate your follow up - and so speedy too! Glad to know you're working on it. For now, I'll be patient and edit the entire page. Thanks again!
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I have the same issue and while editing the entire page works, I'd still like to know why this is happening. It is much more convenient to edit the section than the entire page. And it's a feature ...
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