Amanda Nieman
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Hi Tyson, You can absolutely import your Organizations and Notes into Insightly. There are some great articles on importing available here. It sounds like your Organizations and Notes are currentl...
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Hi Inken, If this is still an issue for you, be sure to visit this post and vote at the top!
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Hi Kevin, Are you talking about the fields that are available within the email templates? If so, I don't believe you can insert these into the subject line (at least it didn't work when I tried!):
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I am not familiar with Groove, but when I encounter an issue with BCC, I can usually forward the email to my Insightly address and it links properly with the names/email addresses in the original e...
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Hi John, you should also be able to go to the email tab to see emails that you've forwarded but aren't linked to a contact.
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I agree with Nora and Jessica, with one small exception, depending on how may tags a contact has, you may not be able to see it in the list view. You could also create a Custom Field and position ...
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To build on what Peter said, you could also create custom fields if their skill set and contact details are typically a consistent set of factors. Depending on your plan, you can create custom fiel...
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Hi Rhonda, Another option might be to set up a custom field for the source of your lead and filter by that field. The reason I would recommend a custom field here is because when you set up a filte...
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Hi Zach, I think customization is also very helpful when managing leads and follow-up. One sales rep we have will TAG each Lead so that she knows exactly where they are in the sales process. Specif...
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Hi Jordan, One thing that may help is linking! You can always link a note to any contact or organization. If you get in the habit of always linking, those notes will show up in both the contact an...
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