Alejandro A
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Hello, I am unable to grant you admin permissions due to privacy concerns. Is there another Insightly administrator that can make you an admin? If there is here's how to make a user an administrat...
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Hello, Glad that worked for you! I understand this can seem like a tedious process since the linking only supports email headers in English. Another workaround that can possibly help will be to use...
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Hello, You can adjust which columns you see in the list view. To edit your columns: Click on the gear icon and select Choose Columns. Search through the list of Available Columns and click on the ...
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Hello, Insightly is unable to accept email messages that have been replied to, so you'll need to forward emails to your Insightly mailbox individually. Insightly is not designed for this because i...
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Hello, I understand this can seem different in our New Insightly Experience. You still have the ability to sort Opportunities by the Pipeline stage. To do so: Start with creating a List View. Cre...
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Hello, I'm sorry you are having trouble with the import process. To better help troubleshoot this issue I'll proceed to create a ticket. Keep an eye out for my email. Thanks for your patience.
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Hello, To better help with troubleshooting this issue, I'll proceed to create a ticket for you. Keep an eye out for my email. Thanks for your patience.
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- Insightly Partner Integrations
- Does Insightly integrate with Campaigner.com (email marketing tool)?
Hello, Insightly, unfortunately, does not offer an integration with Campaigner.com at this time. However, you might want to check out Zapier, which has a connection to Insightly that allows you to ...
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Hello, When sending emails to Insightly this we'll create a contact for you, not a Lead. Leads could be obtained through a purchased contact list, a form on your website, trade shows and meetings w...
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Hello, Yes, you can link a Contact to multiple Organizations. And to hold more additional information like different addresses you can create custom fields. Our Insightly CRM has a custom field for...
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