Eric Greenspan - Chief Clever Officer at 74systems.com
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Lisa insightly relies on that email address to function here. When the email comes in, it's the from email address that will trigger the functionality. If it does not exist in your contacts, it has...
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Robert, I believe mine shows it blank if blank. If we are talking about "Occupation" in a Contact, I don't see it showing anything but I have a feeling there are various places you may be seeing th...
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Ian I like Lyla's thinking here. I'd also test this with Categories. They can be quite useful. What about passing the data from the custom field you created in the Org to the contact so the field ...
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Dov Melissa makes a good point. I think I would create a custom field with a drop down that has each seminar listed and have that information also on the site or form they submit so it then lin...
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And yet it's pretty awesome that most do right? Zapier is pretty amazing. insightly is moving fast at adding features and Zapier fills in the gaps and adds things some of us need and some of us don...
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MaikelI remember this issue. I created custom fields as a workaround and stopped using lead source natively. Works fantastic. Also, you can email Zapier support and they will have an answer. They a...
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So I did this the other day after converting a lead and then realized, nah, don't really want this lead in my contacts and organizations so I converted it back. Ideally, it creates a new lead and t...
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QBUILD, Ironically I just had to do this too. The trick is to find the contact that was created when the lead was converted and then from the "Actions" dropdown use "Change Contact to Lead." Pretty...
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Ya, that's what I meant. I was typing on my iPhone while shaving. I just wanted to get you an answer fast, so I do apologize for the vagueness. insightly has intelligent and useful importing featur...
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Hello QBUILD, I'd make a new lead here so you don't lose the history of the conversion and it's links.
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