Karen Saenz
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Karen Saenz commented, -
Karen Saenz created a post, CompletedAdvance Permissions
For advanced permissions, I’m not able to see where I can change them, but I’m unsure as to whether this is something that only the main admin can do, or is it only part of the paid version, or is ...
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Karen Saenz created a post, CompletedSettings for drop down menues
There are a lot of drop down fields in which I’m unable to select anything, may I know why? i.e. Under ‘add new opportunity’ > Additional Information ‘category’ or for Pipeline > 'Pipeline name'
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Karen Saenz created a post, Completedassigning task to more than 1 person
Is it possible to assign a task to more than one person? If so, can there be different sections within a task, so that each member can mark their parts as completed, and only when everyone has done...
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Karen Saenz created a post, Not plannedProjects document edits
I noticed I was able to link documents from our dropbox account, which is great. However I noticed we can’t really make edits on such documents, they seem to be for mere reference, is there somethi...
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Karen Saenz commented, Hi, I just finished synching my email on our company’s insightly account, and I noticed that only sent emails are saved on the platform, but not responses, is there anything that can be done to sav...
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