Alejandro A
- Member since
- Total activity 4447
- Last activity
-
Hello Nick, Happy to help! If you ever need more assistance feel free to keep posting your questions and we'll do our best to help. Enjoy the rest of your week!
- View comment
- Created
- 0 votes
-
Hello Michael, We have webforms available in Insightly through our Web to Contact or Web to Lead feature that can help with this. This feature allows Insightly administrators to build an HTML for...
- View comment
- Created
- 0 votes
-
Hello Brent, Thanks for your post! I'll proceed to create a support ticket for you to help with these issues. Please keep an eye out for my email today. Thanks for your patience!
- View comment
- Created
- 0 votes
-
Hello Roshelle, After taking a look at your Insightly Account it seems a Lead Source is not selected. You'll need to select a default Lead Source. The lead source field identifies where you obtaine...
- View comment
- Created
- 0 votes
-
Hello Devin, At this time Insightly still recommends adding your Insightly mailbox address to the CC line should work fine. I understand your frustrations and I suggest posting your request to our ...
- View comment
- Edited
- 0 votes
-
Hello Ade, I tried taking a look at this in your Insightly Account and was unable to locate the newly added line to the value of £5k. Can you confirm if this was deleted and is the issue still occu...
- View comment
- Created
- 0 votes
-
Hello Helen, Let’s see if I can help explain our workflow better and I’ll also answer your questions below! When a workflow is created and “Multiple times, when the record is created on every edit”...
- View comment
- Created
- 0 votes
-
Hello Nick, Yes, this is possible to do! You'll want to start by navigating to the Reports Tab > Contact Reports > Contact Report. Then you'll want to drag over from the "Report Fields" the Faceboo...
- View comment
- Created
- 1 vote
-
Hello Stuart, Thanks for the response! I suggest taking a look at our article "managing email marketing campaigns" since Insightly is no an email marketing platform. There are a few different optio...
- View comment
- Created
- 0 votes
-
Hello David, It sounds like the Sample Data that comes with your Insightly Account needs to be deleted. Deleting the sample records in Insightly is an easy process. Our article How to delete Insig...
- View comment
- Created
- 0 votes