Eric Greenspan - Chief Clever Officer at 74systems.com
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Fun Director, Try sharing your google calendars free/busy information with one main one and then share the main one with insightly. I too am a multiple calendar user and this is how I do it with th...
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Anytime. I can help Melissa. I can get it to look better for sure. What's the link? or email it to eric@74systems.com. I have mine setup to automatically add to insightly, then Mailchimp and then i...
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Hola Allison I create tasks for EVERYTHING. Todos and calls and meetings. I love how they work. Linking is key, as Amanda so eloquently stated, and if you want to see something super duper cool, ch...
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Melissa, I just was introduced to Muse the other day by a client. The output is standard HTML, so I doubt there will an issue. Since you are not using Wordpress, this won't help but for those that ...
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Gents, This is super easy to do with the native insightly webform integration https://support.insight.ly/hc/en-us/articles/204248040-Adding-an-Insightly-webform-to-a-WordPress-site or if you wish t...
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Ya, the integration is not that slick. You can see info and transfer it, but it's not syncing. That could be done perhaps with Zapier or Piesync I'd imagine. I'm not sure I'd want it fully synced h...
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Philip, You need to import your Xero contacts into insightly. Export a CSV from Xero and be sure to have First, Last, and Organization fields so insightly can link them automagically.
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- Troubleshooting & Tips: CRM
- Remove Opportunity as option to attach email to after converted to Project
Hi Arild, I'm not sure why a converted opportunity would even show up. Our friends at insightly need to have a look at that one. In the meantime, I would test by making a mock lead, then opportunit...
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That's a lot of questions Bruce! I would be happy to answer them live, on a remote session. I'm a Hero/consultant, not a team member, but happy to do the team a favor. No charge, book here: http://...
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