Planetshakers Centre Team

Member since July 15, 2016 07:47
Total activity 38
Last activity June 12, 2017 07:50

Activity overview
Posts (1)
Comments (4)

Planetshakers Centre Team commented, June 12, 2017 07:50
I agree with Martijn - given there are no 'dates' to sort projects by, I also have had to resort to giving projects date prefixes such as 170612 (for 12 June 2017) but then the latest projects are ...
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Planetshakers Centre Team commented, July 21, 2016 04:27
Hi Lyla, Maybe the Insightly Team Members can have a +5 vote or separate list where they have 'irate' customers requesting basic features like a simple sorting function by leads. Why there is only ...
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Planetshakers Centre Team created a post, July 21, 2016 00:03
Linking when you create a Note
1. Community
2. Ideas & Suggestions
When I create a Note for an Opportunity, I often want it linked to a Contact (i.e., the client contact for the Opportunity) or an Event or related Opportunity. However, there is no option to link. ...
- Edited July 21, 2016 00:03
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Planetshakers Centre Team commented, July 19, 2016 07:01
This seems like such a simple issue - maybe 80% of leads will have one common initial activity (80/20 rule) that should be the default, with ideally a drop down menu of activities. Yes, you can sel...
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Planetshakers Centre Team commented, July 19, 2016 01:40
Nora, why do you have to manually add a pipeline? Why only one Task option - surely the vast majority of leads will go into Opportunity Pipelines? Also, I can't work out how to add a Pipeline to a ...
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