
Amanda Nieman
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Hi Oriane, Do you mean the email addresses of your contacts? I don't believe there is a way to export ONLY email addresses but if you export your contacts to a CSV and then delete all other column...
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Thanks, Nora! I wasn't sure about that. I appreciate the clarification.
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Hi Claudia, You can do BOTH under the Actions menu! You can change a lead to a contact under actions here: AND you can change a CONTACT to a LEAD here:
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Hi Hal, I believe the minimum user option is TWO. Here is some info on the plans: https://www.insightly.com/pricing/ If you can't delete the second user, I recommend changing the Name to "Guest Us...
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I believe you can limit access for ASSIGNING tasks, according to the article on user permissions, a Non-administrator "Cannot make system settings changes and can only view and edit records that th...
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Hi Javier, I think I understand what you are saying, even though you have the ability to assign permissions by team (there is a great article on user permissions here in case that helps) you don't...
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- Troubleshooting & Tips: CRM
- Why can I NOT see "Manage Tags" when I am looking at my contact?
Hi Gary, Just to add to Peter's comment, the "Add Tags" option is available when you are within the contact (and it did used to be "Manage Tags" I hadn't noticed the change either!). The functiona...
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Hi Jennifer, You should be able to import as many Tags as your plan allows. One suggestion I have is to try using the Sample Import Files, found here, to import. It sounds like you are correctly m...
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- How do I view my completed tasks in order of the date that they were completed?
There is one issue with what I've suggested, if your tasks are overdue they are separated out under a different header. I'm not sure there is any way around that. Hopefully someone else has a worka...
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- Troubleshooting & Tips: CRM
- How do I view my completed tasks in order of the date that they were completed?
Hi Cynthia, If you select "My Competed Tasks" from the View menu, you should see your tasks in order that they were completed:
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