Amanda Nieman
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Hi Stacia, When you import Organizations, you can create a column with the header "Organization Tag 1" (and 2 and so on depending on your plan) and then enter the tag you want assigned in the cell ...
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Hi Allen, Here is a guide to help with Importing Data into Insightly and a great video too. Once you export all your data from Salesforce, you can follow the instructions found in the article. One ...
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YES! When you are in the note, you'll see a field that allows you to link, in the example below this note is linked to a contact AND an organization. The same field exists when you enter a note und...
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- 2 votes
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One suggestion I have is to use the Linking feature. That way ALL info is still technically in once place. For example, if I have notes for an organization, similar to what you've listed above, but...
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I don't believe you can send from the organization BUT if you use a filter under contacts: Organization Name = (Name of company) you should see all contact names, you can select them and email from...
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I don't mean to bring the conversation back to team adoption but I would LOVE to use reports more often but I have a hard enough time getting team members to use the Filter feature so I fear report...
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- 2 votes
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No questions yet, we're pretty much starting from scratch. We currently use Contacts, Organizations, Tasks and Email but have yet to venture into Pipelines.
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I haven't used the pipeline feature YET but we have a new sales rep who is (hopefully) going to track her progress using the pipeline so I'm eager to get some tips from this discussion!
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Hmmmm that is strange, you should have a second screen. Hang on, I just read your note again - you are using the TRIAL version. That could be why. I have the Plus plan (which is a step down from th...
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Hi Melanie, You have to export your notes separately, when you click Export Contacts And Notes on the right side of the page you'll see 2 options: If you select the second option, you can export...
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