Alejandro A
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Hello Chris, Sorry, you had trouble submitting a ticket. I see a ticket was created which is ticket # 216588. My colleague did respond to your ticket with helpful information. Feel free to follow-u...
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Hello Jake, Alejandro here from Insightly. Any Admin in your account can add a new user from the System Settings > Users page. Simply click the profile icon in the top right corner to access the s...
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Official comment
Hello Everyone, Thanks for all your feedback and contribution. Insightly is proud to announce the release of Marketing Automation. To learn more you can click here. If you like to learn more and p...
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Hello Ron, Can you provide me with the name of the Type of Report you are creating and the name of the Custom Field you wish to add?Looking forward to your response.
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Hello Ron, If you are still using Insightly Classic the ability to edit filters is not possible. To have the ability to edit filters I suggest switching to our New Insightly Experience. It's not ju...
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Hello Susan, 'm happy to help. The email events are a quick snapshot of who has opened your email. This info is gathered by the "ping" from the receiving end.For example, Google's headquarters are ...
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Hello Stacey, Yes, you are able to create new Lead Sources if you like. Here are the steps: Go to the System Settings > Lead Sources page Type the new source name in the New Lead Source field and ...
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Hello Ed, With the Basic plan, you do have access to Custom Fields which is 10 per record type. Can you provide a screenshot of your view where you are unable to access this setting?
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Hello Michael, At this time you can only filter your list view by an Email address. I can see how this can be a beneficial feature for your business. I've gone ahead and placed your post on our Ide...
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