Trudi

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3. 31 Days of Insightly Trivia Question for Wednesday, December 23rd

I'll be a splitter and choose "compass" for the heck of it.  

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3. 31 Days of Insightly Trivia Question for Wednesday, December 16th

The list is missing "Date" as a custom field option.

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3. 31 Days of Insightly Trivia Question for Wednesday, December 9th

Anthony spent 6 months building the initial version of Insightly.

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3. 31 Days of Insightly Trivia Question for Wednesday, December 2nd

Minimum of first or last name must be included for a contact to be imported.

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1. Community
2. Ideas & Suggestions
3. Feature Request...alphabetize filters

Thanks Steve, I'll 3rd that request.  Am befuddled that a search for "Robert" doesn't return an alpha-sorted result.  If I remembered his last name I'd type it in, but I do know the first letter so...

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3. LEADS TO CONTACTS.... AND CONTACTS TO LEADS.

Hi, we attend lots of international expositions and have business cards from everywhere.  Some people may have visited a couple years ago but are only now ready to discuss action so the ability to...

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1. Community
2. Ideas & Suggestions
3. Convert Contacts to Leads

2nd Jerry's comment about access to leads outside the office.  I actually never use the App simply because there's no way for the people I'm in touch with (ahem, "leads") to show up or to add notes...

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