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Alejandro A

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Recent activity by Alejandro A Sort by recent activity Recent activity Votes
  • Hello, Currently, at this time the Lead Source will not carry over when converting Leads to Opportunities. This article Converting a lead to a contact and a sales opportunity goes over what travels...

  • Hello, Let's try refreshing the Insightly mobile app. Insightly data will only refresh on your mobile device if you log out properly (using the Log Off menu item), then log back in. Please review t...

  • Hello Evan, We do have a report available that will show you the pipeline stage for Projects.  Here are the steps: Select "Reports"  Select Project Reports  Click on "Project Report...

  • Hello, I think one of our sales representatives would best be able to help you out, so I'm going to pass your contact information along to them - they should be in touch within the next 24-48 hours...

  • Hello Dan, Glad that using a different browser was helpful. You might want to try clearing your cache on your Chrome browser which might help resolve the issue for that browser.  Here are the instr...

  • Hello Dan, I'm sorry you're having trouble with that. It sounds like your issue could be related to your web browser. Can you try accessing the page using a different browser? We recommend Firefox ...

  • Hello Laura, You may want to use Insightly’s pipelines and activity sets to manage your opportunity workflow. You can view our Insightly video explaining those features. Hope that helps! 

  • Hello Ken, This seems to be a known issue in Insightly at the moment. I'll proceed to create a ticket for you for better communication. Keep an eye out for my email.  Thanks for your patience with ...

  • Hello Locations, As stated above I see you are working with Leslie in T#176294. This is a known issue please keep an eye out on your Ticket with Leslie for further updates regarding this issue. I'l...

  • Hello Ashley, At this moment there isn't a report that you can run that will show all emails linked or not linked. Are emails not linking?