Kristopher Derentz
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Kristopher Derentz created a post, Add Activity Button Change
Hi Guys, As someone who was previously on Salesforce one issue I have is adding calls to a opportunity record. Within Insightly you have two sections for activity within the Opportunity. The top ...
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Kristopher Derentz commented, Yes this would be great to have a default under settings. 99% of the time I want it to be Open Opps or Open Leads and it always goes back to recently viewed or all opps / all leads and this is anno...
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Kristopher Derentz commented, After talking with support earlier today I figured out the issue. The custom fields had the same names in both the opportunity and organization and I had to go back delete them and give them unique...
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Kristopher Derentz created a post, AnsweredLead Conversion Field Mapping To Both Opp & Org
Hi Guys, I set up some custom fields under leads such as: -Customer Type (Retail or Wholesale) -Facility Type (we selling into various healthcare markets) -Specialties (again related to healthcare)...
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Kristopher Derentz commented, Hi Alejandro, Looking at the Workflows it looks like you can add individual items (tasks, emails, etc) but not select an existing activity set. Is that correct? Basically, you go under the workflo...
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Kristopher Derentz commented, I would like to bump this as well. Even if we could select the pipeline when converting a lead that alone would be a huge help. But it would be nice to set one of the pipelines as default as users ...
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Kristopher Derentz commented, Thanks, Micah for the info. I did as you said and added custom e-mail and phone fields to the opportunity and then mapped them from the lead on conversion, however, the workflows still do not prov...
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Kristopher Derentz created a post, Ring Central App
I would like to request a Ring Central app as Salesforce makes one and with RingCentral being one of the larger digital phone services provides I think it would not only help us existing customers ...
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Kristopher Derentz created a post, Sending Email To Contact As Part of Workflow
Hi Guys, Insightly has a very powerful tool with the Workflow Processes however its missing one key ability. That ability is to create workflows based on lead, opportunity and project conditions. F...
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- 3 votes
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Kristopher Derentz commented, Hi Guys, I'm trying to create an automated follow-up process using workflows and have run into the same issue. My business sells capital equipment, and our cost per lead is quite expensive so ide...
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