tim
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tim commented, -
tim created a post, Advanced permissions
Sorry if a bit long but what to make sure the situation is clear. We recently upgraded Insightly to take advantage of the Advanced Permissions feature and while it appeared to have what we needed a...
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tim commented, -
tim commented, -
tim commented, This is my second post today. I am trying to add additional sales persons and would just like to be able to follow their progress in Insightly and everything I need has to have a "work around". Doe...
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tim commented, Many of these custom fields will follow a contact from prospecting, through the selling process and even onto future and repeat sales. Why would we NOT need the information to follow along. I under...
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tim commented, The employee having the login issue also uses chrome but we also tried IE to be sure and no luck.
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tim commented, Same issue here, Two of us have no problem, one gets the error message "can not retrieve user info" Tried the different login options already.
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tim commented, Thanks Nora, Unfortunately when I actually need to "filter" say by zipcode or some other criteria, there is no option to exclude closed/converted leads from that list. You are correct that I can ch...
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tim created a post, CompletedDeleting/Filtering Closed and Converted Leads
I cannot seem to be able to delete a lead that has been converted. Nor is there a way to sort leads by the closed/converted status. The issue is when I want to do a mass mailing/email to my leads l...
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