Brilliant Holger, thanks a lot!
Ok so the system wouldn't recognize the current email as one I already have? so it always created duplicates?
Ok what about if we have a web form sign up? if a customer signs up with the same email address that we already have on file, do they update their info then or does that create a duplicate?
Creating a generic user is a theoretical possibility, but having 2000 users would not be realistic out of a cost perspective.
Ok we want to use Insightly to help build and maintain a network, and one way of doing that is letting people keep their own information updated. Can this be done in any way? Giving people access t...
I want to use Insightly to build and maintain a network, and I'd like Insightly to keep track of how often I have contacted people and when it's time to get in touch with them again. Other CRMs hav...