Tom Munds

Member since January 01, 2020 19:07
Total activity 11
Last activity February 28, 2020 00:12

Activity overview
Posts (1)
Comments (5)

Tom Munds commented, February 28, 2020 00:12
Eric, Thank you for your reply. I understand the need to charge, I just wasn't sure what was chargeable and what wasn't. I guess to me I thought it an insignificant issue for those that are experts...
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Tom Munds commented, February 26, 2020 23:54
Thanks, Alejandro, I appreciate you reaching out to me. I set up 3 different activity sets (7-22 actions), and they were activated before I could get the chance to get ahead of them. Now I have hun...
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Tom Munds commented, February 16, 2020 23:14
Hoping to get advice on the best way to clean up a big mess I made with attaching activity sets before I was ready to go on the first dates. NOw I have so many things I have to do because I wasn't ...
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Tom Munds commented, February 16, 2020 23:03
This is actually really really bad. to suggest there is no way to bulk delete, or even bulk change is crazy! I know enough about business to know things happen and things get rescheduled. To think ...
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Tom Munds created a post, February 16, 2020 21:07
Answered

Removing Activity set from Individual contact
1. Community
2. Troubleshooting & Tips: CRM
I saw many other comments about changing the activity sets themselves but have not found any FAQ on removing the activity set from an individual. For example, I created an activity set, added it to...
- Edited February 16, 2020 21:33
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Tom Munds commented, January 01, 2020 19:13
Justin, I began using Insightly in 2014 and due to complications of duplicity in my work as far as data entry into my companies server, it became too much work...until I realized now in 2020 that I...
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