
CM
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Is the Pipeline and Stages page section supposed to be visible in the Related Pages?
For example, if I'm viewing a contact and then click over to Related and then click on the Opportunity. I think I know the answer to this is no, because you cannot edit the Pipeline or the Stage fr...
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- 2 followers
- 1 comment
- 0 votes
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Answered
Capturing bid values in numbers - allowing a default
I've set up custom fields to capture our bids as a number. And a checkbox to indicate whether it's hourly. The problem is, many of our bids are repeat values (e.g., a certain dollar amount per hour...
- Created
- 2 followers
- 1 comment
- 0 votes
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Answered
Can I run a report based on a view?
I created a view that I would like to see as an Insightly report so that I can email it or share it with my team members. (I know I can share the view - but that's not the same thing. I also know I...
- Created
- 3 followers
- 4 comments
- 0 votes