Alejandro A

1. Community
2. Ideas & Suggestions
3. Create HTML email templates and insert images.

Hell Everyone,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of ...

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• Created September 25, 2019 18:02
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Attaching logos, pictures & links to emails

Hello,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of your pai...

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• Created September 25, 2019 17:56
• 0 votes

1. Community
2. Ideas & Suggestions
3. Email Blasts

Hello,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of your pai...

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• Created September 25, 2019 17:55
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. E-MAIL TEMPLATES TOTALLY CUSTOMIZABLE?

Hello Everyone,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of...

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• Created September 25, 2019 17:53
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Attaching fields for exporting into mailchimp and future marketing campaigns

Hello Everyone,   We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of...

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• Created September 25, 2019 17:52
• 0 votes

1. Community
2. Discussions and Best Practices
3. Delete user and re-create user but still keep the old login password

Hello Yung, Happy to hear we were able to have this resolved for you! Always here to help. 

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• Created September 25, 2019 16:54
• 0 votes

1. Community
2. Discussions and Best Practices
3. Delete user and re-create user but still keep the old login password

Hello Yung, I double-checked with our Senior Tech Team and the email request to reset password is being delivered on our end. You'll see by the screenshots below that the emails were sent and deliv...

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• Created September 19, 2019 21:54
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1. Community
2. Discussions and Best Practices
3. Want to receive notifications when specific tasks are completed

Hello Anton, Yes, as well to access Workflow Automation feature a user will need to subscribe to Professional or Enterprise. 

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• Created September 19, 2019 21:33
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1. Community
2. Discussions and Best Practices
3. Want to receive notifications when specific tasks are completed

Hello Greg, That is correct to use and have access to Dashboards you'll need to upgrade from our Insightly Classic to our New Insightly experience web version. Are you interested in upgrading your ...

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• Created September 18, 2019 21:12
• 0 votes

1. Community
2. Discussions and Best Practices
3. Delete user and re-create user but still keep the old login password

Hello Yung, My apologies as I did miss your earlier reply. The password resets you are requesting are they still for the two users listed below: crm-h1@pilatus-intl.com crm-t2@pilatus-intl.com    

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• Created September 18, 2019 21:07
• 0 votes