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Dennis B.

Insightly Community Manager

  • Total activity 418
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Activity overview

Latest activity by Dennis B.
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    Dennis B. created a post,

    Brand New Help Center Coming Soon... 👀

    We've been working hard behind the scenes these past few months to give our Help Center a major overhaul. We’re reorganizing the knowledge base, and improving the visual design, with a focus on h...

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    Dennis B. commented,

    Not yet, Stephanie. But soon :) We'll update everyone onces it's live.

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    Dennis B. commented,

    Hi, Stephanie! As Anthony mentioned in the webinar, this is a new feature, but it's not live just yet. This should be available sometime next week. :)

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    Dennis B. commented,

    Yes, Tony. We are releasing this feature is phases, so it will eventually appear in your instance sometime today. We're excited for you to start using it! 

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    Dennis B. commented,

    Hi folks! Looks like this will be part of our next quarterly release. While we never promise an exact release date (cause things could be subject to change), it's typically within days after our pr...

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    Dennis B. created an article,

    Best Practices for Adoption

    We know implementing a new CRM can seem challenging, but you're in good hands. To help you drive adoption quickly and easily, check out our best practices below.  Create a detailed adoption plan...

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    Dennis B. created an article,

    Best Practices for Onboarding

    Before your team can start using Insightly, it’s important to outline how to make it work for you. This article will help you created a focused, organized plan for implementing your new CRM. Establ...

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    Dennis B. created an article,

    What is Quote sync?

    Question What is Quote sync and how does it work? Answer Quote sync gives you the ability to update an Opportunity based on an approved Quote. Few things to consider: While you can create multiple...

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    Dennis B. created an article,

    Can I switch back to Insightly Classic?

    Question Can I switch back or revert back to Insightly Classic? Answer No. There is no way to switch back to Insightly Classic. We are focusing our efforts on the New Insightly Experience. As such,...

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    Dennis B. created an article,

    Do dashboards work well with custom fields?

    Question Do dashboards work well with custom fields? Answer Dashboards can access data from ALL of your fields, including custom fields.