Alejandro A
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Hello Carthell, In our New Insightly Experience, you do have the option to export Lead Notes. Here are the steps: Go to Reports Select Other Reports Select Note Report Drag over the field "Primar...
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Hello Emily, Calendar sync is a feature of our paid plans which allows you to sync calendar items between Insightly and Microsoft Exchange calendars (including many Outlook installations). Events a...
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Hello Brian, The workaround that Dan provided above is still the best option to help import all 2,300 customers. If you like to see a more integrated process for this I suggest posting your request...
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Hello Everyone, Thanks for all the comments and great feedback!Seeing how the original post was posted in our Troubleshooting & Tips page this will not help in advocating for this feature to be imp...
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Hello Privacy, Thank you for reaching out regarding Insightly and our GDPR compliance. Insightly is aware of and will be fully compliant with all GDPR regulations by the May 25th due date. Please...
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- Troubleshooting & Tips: CRM
- Main number for Insightly is 888.999.4039 but they won't talk to existing customers. They will only SELL you something.
Hello Karena, Yes, correct that's Insightlys Sales number! If you like to have phone support our Success Program offers priority services and phone support for an additional fee with an annual sub...
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Hello billmacfie, To help better support you regarding this issue can you verify that all the requirements for the Outlook sidebar have been met on your end? Here are the requirements: An Outlook ...
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Hello Ashley, Insightly's bulk edit feature currently allows for bulk adding Activity sets, adding a link to a Task or changing the field value. Also for bulk editing Leads you can Add Tags, Remove...
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Hello Kobi, Thanks for reaching out and sharing your idea on our Ideas & Suggestions page, which is monitored by our Product and Engineering teams. I do understand your desire to have these feature...
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Hello Patrick, To answer your question: Can you add a input under the billing section where we can fill in a simple billing emailadress for invoices? No, this is currently not possible within Insig...
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