John Hill (The Web Warriors)

1. Community
2. Troubleshooting & Tips: CRM

I'm setting up Insightly for a client who works in the property sector. Each Contact can own multiple Properties. We've created a Custom Object named "Property" and setup some sample records. Withi...

• Created December 07, 2019 13:08
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• 4 comments
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1. Community
2. Discussions and Best Practices

Hi there, We have a client who's considering Insightly as their CRM. They want to know if we can view historical data for a Contact / Opportunity etc. An example is Joe Bloggs works for XYZ Company...

• Created February 22, 2019 10:56
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1. Community
2. Discussions and Best Practices

We have a client who's interested in implementing Insightly into their business. They have a few levels of management and need an approval process before someone can move an Opportunity from one st...

• Created February 22, 2019 10:52
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• 1 comment
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

Our clients were pretty excited when we had two consecutive months of releases earlier this year. It had us think that this would be a regular occurrence. Now it seems everything has gone quiet ag...

• Created September 14, 2018 13:09
• 4 followers
• 4 comments
• 0 votes

1. Community
2. Insightly Partner Integrations

We have an interesting scanario where Pandadoc integration is working for one Opportunity but not for others. The Opportunity has a linked Organization with both a Shipping Address and Billing Addr...

• Created September 04, 2018 00:06
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• 4 comments
• 0 votes

1. Community
2. Insightly Partner Integrations

We have a client who needs their website forms converted so they push data into Insightly. Some of the forms contain drop-downs where the selected value needs to be mapped to an Insightly custom fi...

• Created July 09, 2018 22:12
• 2 followers
• 2 comments
• 0 votes