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Eric - LA

  • Total activity 16
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Activity overview

Latest activity by Eric - LA
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    Eric - LA commented,

    Hi,   We are reaching out to your billing team, and our tickets are auto-closed stating that we are on a free account. I'm a bit annoyed that we can't reach anyone there.   We are requesting a refu...

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    Eric - LA commented,

    Hi Patrick!   Yes I saw that this morning when we processed a document for a client first thing this morning!  Thank you all so much for being flexible and taking our feedback!!

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    Eric - LA commented,

    Lyla,   Why not?  As Insightly has so many integrations, and I simply hate ZenDesk, which I'm sure a lot of us FreshDesk users do as well.  You guys are becoming one the top CRM's out there and not...

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    Eric - LA commented,

    If I could upload an animated GIF, I would!  You guys are awesome!  Thank you all for making this possible!   Thanks, Eric

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    Eric - LA commented,

    Thanks Patrick. Looking forward to your answer next week. Have a great weekend!

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    Eric - LA commented,

    Ok, so where should I be generating from? Because that would be where we would be generating everything from. This is how our process goes Lead comes inWe qualify the leadWe then learn their needsW...

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    Eric - LA commented,

    Patrick,   I have created a support ticket yesterday about this same issue.  No one has replied to the issue in the support area. 

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    Eric - LA commented,

    Hi Patrick,   No, it is not working still.  I still have to manually fill everything out.

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    Eric - LA created a post,

    PandaDocs - Tokens not populating

    Anyone out there having issues with Insightly integration not autofilling in the tokens in your PandaDocs template from the opportunities? I have to manually fill in the details as it doesn't load ...

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    Eric - LA commented,

    Seems like Insightly is becoming more and more limited.  I can't get leads into this system using anything we have.  This is disappointing.