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, Chloe, we build out our pipelines on a spreadsheet before we ever upload them to Insightly. That way if we need to create a pipeline that is similar but different, we can vet it out on a spreadshee...
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melissa commented, -
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, @Matthew. I would love to see a copy of your training library. Thanks for sharing! melissa@business-made-simple.com
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