Richie Odonoghue
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Is 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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Using 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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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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Is 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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