Alejandro A
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Hello Mjohnson, You can link most Insightly records together and manually enter a description of the connection in the Role field. When you're creating links between organizations, you'll choose fr...
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Hello Stewart, Yes, to view your projects or opportunities in the kanban view you'll need: A pipeline Projects or opportunities assigned to the pipeline A custom list view Thanks for your feedb...
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Hello, It's not possible to print mailing labels directly from Insightly. What you can do is filter your customer list then export your data to a CSV and use the mail-merge program of your choice. ...
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Hello Julie, At this time Insightly does have an integration with PandaDoc. PandaDoc helps automate the process of creating proposals, quotes, contracts, and other documents by merging information ...
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Hello, When you link a contact to an organization create a contact tag with a naming convention that is similar to the organization name. Then add that tag to the contact. Then you can use custom f...
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Hello Michael, Since you are not allowed to re-use an email address in the same Insightly account, we recommend you create an alias email address in Office365 that points to your primary address. T...
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- Troubleshooting & Tips: CRM
- Sending a single bulk email to all contacts in an opportunity state
Hello Tyler, You are able to send emails to Contacts using Insightly. At the moment however you are not able to filter Contacts by the Opportunites, they are linked to. This is why my fellow collea...
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Hello, Can you provide me with the steps you are taking to better help troubleshoot? At the moment you are not able to add a Tag using the Insightly sidebar this has to be done manually through Ins...
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Hello Evan, A workaround that could work would be: Use our basic report filtering which will allow you to add multiple filters to filter by the "Pipeline Stage." To organize multiple filters use o...
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