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Eric Greenspan - Chief Clever Officer at 74systems.com

74 Systems is a marketing, technology and automation company. We make things work in ways you may never have imagined. Whether it’s finding new clients, building the systems to manage leads and customers, an extraordinary and useful website, creating a brand, finding a niche, or pricing models, we’ve got tremendous ideas, solutions and experience. We help our clients ignite their practice, business and life! Visit https://74systems.com/start to begin.

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Latest activity by Eric Greenspan - Chief Clever Officer at 74systems.com
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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Virginia You can change the view in Tasks to "compact" and get the classic look. Just an FYI in case that helps at all. Emails can be scheduled and sent using Workflow Automation and Z...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Kevin The integration allows you to view within Insightly contacts that are linked to QBO contacts so that you may view their respective invoices and such. You can copy data from one contact sou...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    What Micah said. ^^^

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Stephen If you are using the new Insightly, the key is to click the gear icon and create a new list view. You can then set filters to view your data however you wish including what columns you w...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hi Matt Insightly does a great job of eliminating duplicates upon import or via a sync with something like Mailchimp or Piesync. If you are getting dupes, how are they coming in? If they are Leads,...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Rad! Thank you.

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hey Alejandro and Jay, you can def fix the Responsible User in Zapier. You may need to use Webhooks however if the Zap is not working. Have a look at https://74systems.com/how-to-send-an-email-dire...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Oh wow, calculated fields seems like such a mid range need. Bummer. Also Templates, decimals and the Image object are Pro. What about the upcoming Add New Object and Return feature? That will be fo...

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    Hey Dennis, any way to know what plan gets what of the new updates? Pro vs. Enterprise?

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    Eric Greenspan - Chief Clever Officer at 74systems.com commented,

    I have 10+ [client] instances so I'll keep checking! Awesome!!!!!