Amanda Nieman

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2. Discussions and Best Practices
3. 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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• Created March 08, 2016 17:10
• 1 vote

1. Community
2. Discussions and Best Practices
3. 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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• Created March 08, 2016 16:12
• 2 votes

1. Community
2. Discussions and Best Practices
3. 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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• Created March 08, 2016 14:45
• 1 vote

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2. Troubleshooting & Tips: CRM
3. Multiple persons and calender

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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• Edited March 04, 2016 21:20
• 2 votes

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2. Troubleshooting & Tips: CRM
3. Importing notes

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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• Created February 23, 2016 15:27
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Importing notes

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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• Created February 23, 2016 14:55
• 0 votes

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2. Troubleshooting & Tips: CRM
3. Deleting/Filtering Closed and Converted Leads

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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• Created January 13, 2016 20:22
• 0 votes

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2. Troubleshooting & Tips: CRM
3. Custom Field - "Could not edit this item" issue

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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• Created January 12, 2016 17:53
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Custom Field - "Could not edit this item" issue

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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• Created January 12, 2016 17:44
• 0 votes