melissa
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melissa commented, Hi Tim, I made you a quick screenshot video to address your question. I hope that helps! http://screencast.com/t/pIjXpa3CqU All the best, Melissa Bamfowww.business-made-simple.com
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melissa commented, Hi Tamron, If you have your contacts stored in a spreadsheet you should be able to bulk import them. Spending hours adding contacts sounds tedious and frustrating that they're all gone. :( Here's...
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melissa commented, Hi Robert, From what I can tell, there isn't a way to limit reporting to only administrators.I thought that would be a user setting, but it looks like it's not. Anyone in your organization can run...
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melissa commented, Just wanted to share a caution, Lacey. When it comes to business operations, I would strongly suggest keeping your businesses separate. I hate to play "worst case scenarios," but let's pretend som...
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melissa created a post, Your favorite Insightly feature?
I'm always looking to learn more about Insightly, what it can do and how it helps businesses. What I want to know is what is your favorite Insightly feature and why.
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melissa commented, Here's my two cents on managing contacts. I think a lot of how you manage these depends on the nature of your business, your lead flow and your sales process. It also depends on how you use Insight...
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melissa commented, @Matthew Unfortunately there isn't a way to mass upload pipelines to Insightly yet. We are hopeful they will add this feature in the future (hint hint, Brenda! ;) Meanwhile, I made you a short scre...
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melissa commented, As far as forwarding sent emails to Insightly, we use BCC Me for Gmail and set up the BCC to go to our Insightly account. That way, every email we send gets saved to their contact in Insightly. I h...
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melissa commented, @Matthew. I would love to see a copy of your training library. Thanks for sharing! melissa@business-made-simple.com
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melissa commented, We've come across this very thing with clients of ours. When your run/own two businesses it's important to keep their operations separate for legal purposes. If anything were to happen with one of ...
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