
tim
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tim commented, Just an update. While I did not actually resolve the issue with tech support, the employee was able to log in today without and issue. Will keep you posted. Tim
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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 commented, Jessica, Thank you for your timely response. What about filtering a converted lead out. If I can do neither of these things, Leads in Insightly CRM become completely useless and irrelevant as soon ...
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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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