Eric Greenspan - Chief Clever Officer at 74systems.com
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I came here to help my client and looky here. ^^^^ She beat me to it. Hi Carrie Kahn! The orange is rough folks and the custom url is gone too? Or broken?
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Hi all I use Acuity for me and most of my clients because it auto sets and manages Zoom meetings brilliantly and works great with insightly. New consultations are added as leads automagically via a...
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Dan, What do you recommend we do here? Are we expected to put something like "New Project - Rename Me" or is there another workaround you can recommend?
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Any movement on this? I sure would love to see this happen. Using projects is painful without being able to communicate directly to the contact a project is connected to. Any new tips with the new ...
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James There is no way that I'm aware to link an iCloud calendar or iCloud contacts here. For that matter, there isn't of anything they connect to in the world of Cloud apps. Such is why most use Go...
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Hey Eric. I would use Mailchimp to do this. The email features in insightly can be very useful but marketing campaigns are better served with something more robust and dedicated. You can import exp...
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I do this with Zapier all day long. Check it out Gautam. If not enough, then David ^^ is the man for you!
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Hey James, insightly imports Google Contacts really well. I'm a big Mac user and I also use G Suite. I use the Google Contacts on all my Apple devices. This allows my syncing, importing and access ...
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Hey Kari What I do is merely add a new opportunity to the contact. I do this often and it works great as when they buy I again concert the opp to a new project.
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