We use this system to track where our leads are generated from so bit confusing that Lead Source does not carry over to opportunity.
We seem to have a drop box where we can show where the lead ...
Deleting the app in full and reinstalling seems to have resolved the issue and we are seeing opportunities linked to tasks.
When we convert leads to opportunities we are losing the lead source.
How can we keep this on the opportunity record?
When our client advisor looks at tasks in Insightly on the App he is not seeing what lead or opportunity the task is linked to?
Can you please let us know how we can do this?