Nora Foutz
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Nora Foutz created a post, Quotes - Has anyone used quotes successfully?
I am curious if anyone is using Quotes successfully? I had high hopes and then learned you cannot use custom fields in the quote line item table. Many of the fields that are available are not usef...
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Nora Foutz commented, Hi Helen, You can import your data which is what I did when I added all of our existing service locations (a custom object I created), Then I linked opportunities, projects, contacts and other cu...
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Nora Foutz commented, I would love to be able to convert leads to custom objects and map custom fields in Leads (or Opportunities & Projects) to custom objects.
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Nora Foutz commented, - Community
- Inside Your Insightly (See real-life examples from Insightly users)
- How to Create a Cashflow Dashboard
Thank you for sharing this.
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