Richie Odonoghue
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Richie Odonoghue created a post, AnsweredIs it possible to use workflow processes to change the pipeline of a existing opportunity when a certain stage is met?
Is it possible to automate changing a pipeline within an open opportunity?
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Richie Odonoghue created a post, CompletedUsing workflow automation to assign pipelines to projects
Hi Insightly team and fellow usersI've been busy setting up Insightly to map to our sales process as a company. So far it has been fairly successful. I am however stuck on a particular issue which ...
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Richie Odonoghue created a post, Conditional Custom Fields (Appear or disappear) based on a value in another field.
Hello Insightly, Backstory: Our business model is quite complex, we often have multiple different products for multiple different sites(locations) for a single customer. What I would like to achie...
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Richie Odonoghue created a post, CompletedIs it possible to use workflow automation to assign tags to organisations?
Is it possible to use workflow automation to assign tags to organisations? The reason for this is so that I have quick access to sort organisations based on the value of a custom field I have creat...
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