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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 everyone, Dennis is trying, I assure you. That said, I've been using this workaround for some time and it works really well. The concept is simple...setup your view how you like it and then save...

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

    Hi Rio I would use Zapier in conjunction with workflow automation and use schedule triggers and/or delay actions to accomplish this. Eric Greenspan Chief Clever Officer 74Systems.com Disclaimer: Wh...

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

    Guy If the email of the contact is in insightly, emailing them and cc'ing your insightly internal email link should do the trick. But I'm guessing you are talking about only forwarding after the fa...

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

    Hi Jake Not sure how you can do this inside of insightly alone. But that is why I like this product so much. It works and plays well with others. I would create the automations in Zapier and trigge...

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

    I've been using this workaround quite successfully for some time. This is for opportunities, but projects behave similarly and the same solution will apply. Let me know if you have questions. How T...

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

    I've been using this workaround quite successfully for some time. Let me know if you have questions. How To Send an Email Directly From an Opportunity in insightly CRM Eric GreenspanChief Clever Of...

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

    I've been using this workaround quite successfully for some time. Let me know if you have questions. How To Send an Email Directly From an Opportunity in insightly CRM Eric GreenspanChief Clever Of...

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

    Hi Brandon I've been using this workaround quite successfully for some time. Let me know if you have questions. How To Send an Email Directly From an Opportunity in insightly CRM Eric GreenspanChie...

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

    See my post above. Save your favorite views as bookmarks. It’s a fabulous workaround.

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

    Hey Sam Personally, I don't use events. Beyond that, I would make the pipeline stages Brainstorm, Evaluate, Design Outline, Marketing and Final Sign Off and use activity sets and/or tasks to create...