Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hello Riley, It's not possible using the organization reports to find organizations without linked 'activities'. Although, there is an alternative using linked tasks. The organization's last/next a...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Jan, The opportunity report has a column called expected revenue which automatically multiplies the opportunity value by the probability percentage. The sum function will give you the total. As ...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Katherine, Yes, the lead's linked task due date is what triggers the last/next activity dates, which is unrelated to the lead status field. It's best you use the lead record's lead status field...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Andy, I could not find a way to sort opportunities by date created in the kanban view. I recommend creating separate custom list views using date range filters on each kanban list view: Opportu...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Sunny, You can also put a text field in the project record and use that field to write your personalized message. Then just add a checkbox field to use as a trigger button to send the email from th...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Sunny, If you add a custom contact relationship lookup field to the project object, then you can setup workflow automation to send that contact an email with data from the project automatically...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Padmapriya, The task report will give you task comments, if the task export doesn't give you that information already. As for email attachments you cannot get that information from Insightly ex...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, You're welcome, John. Did you create a custom relationship property lookup field in the contact object and edit the page layout related views for both objects? If that doesn't work it could be an...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Juha, You should be able to import the contact owner by inputting the user's email address instead of the username or ID. If that doesn't work you can always bulk edit the contact owner: http...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi John, What you need can be done. You can have relationship lookup fields for each object to lookup each other's record, which will add the property or contact to the related tab in each record...
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