Eric Greenspan - Chief Clever Officer at 74systems.com
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Hi Katherine I'm pretty sure that is not data that is kept however you could easily write a Zap or perhaps even use Workflow Automation alone to update a custom field with date/time stamp. I do thi...
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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 Zapier. I u...
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I agree Annie and good idea Erin. Here's another: link the contact to the project. Then, hover over the contact itself and the email link pops up. This is not as cool as "Send email to Project" whi...
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Kiefer, First, I love this question so much I'm going to implement it after sharing this with you. I have two ideas: 1. This sounds like a perfect use of Ninja Forms with the insightly add-on. A to...
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My first thought is to export the insightly data to Excel, add the new data, map and re-add it. Then, merge the organizations. Timely but doable. My second and better idea is...Podbox is an insight...
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Joaquin Have you tried a CSV export? Then import to MC? Eric Greenspan Chief Clever Officer 74Systems.com Disclaimer: While I'm not a direct employee of Insightly, I am a member of their Hero pr...
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That would be great. But I think it is only Tasks and maybe Events. In the Opp object I think this works however. At least you can get it in a report. I just tested the stage change on lead and it ...
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Hey Melissa! Just checking...are they referencing Activities i.e. Tasks there or is it the stage change?
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Katherine After writing this it came to me that perhaps use Lead to Opportunity rather than Suspect and Lead in the Lead phase. You may find the solution you seek there. Also, Insightly Marketing u...
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