Dick Ingvarsson
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Dick Ingvarsson commented, -
Dick Ingvarsson commented, Hi everyone! This feauture is much apprecaited since you need to send additional email to each leads to make sure that it has received the email. Now I have to create the whole email from start whi...
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Dick Ingvarsson commented, Could anyone at Insightly let us know the status of this request? Anything that are part of your pipelines at the moment? Thanks! Dick
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Dick Ingvarsson commented, I totally agree with all comments above. The demand for this kind of integration i hugh. Thanks!
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Dick Ingvarsson commented, - Community
- Ideas & Suggestions
- Pulling across custom fields when converting opportunity to project & lead to contact/opportunity
Dear Insightly team members, Could you please give us users an ETA (Estiamted time arrival) for this feature? Very appreciated for working on this feature. Thanks!
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Dick Ingvarsson commented, I totally agree. This feature is an important feature for all of us since a lot of the SMEs are on the roads nearly every day.
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Dick Ingvarsson commented, We need the feature to be used on pipelines for both projects as well as opportunities.
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Dick Ingvarsson commented, -
Dick Ingvarsson created a post, CompletedKeep the custom fields whem converting lead to contact
Hi, Just started to work with leads and it works smoothly except for one major problem. If a lead is not considered as a sales opportunity then you might want to keep the lead as a contact in your...
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Dick Ingvarsson commented, I have requested the same feature now as well. It should be a relatively easy thing to solve, which will save a lot of time for us users on the run.
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