Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah is the #1 Independent Contributor in the Insightly Community for giving the most contributions and author of 5 CRM Best Practices for Insightly: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/

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Recent activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com Sort by recent activity Recent activity Votes
  • Please use custom fields to categorize those contacts, specifically a drop down tab. That way when you perform searches, or run reports by custom field i.e. Customer, Supplier, Partner, etc. you wi...

  • Do you use Opportunity Pipelines and Stages?

  • Abbey, Are you importing Contacts linked with the updated names of the Organizations? Do you have duplicate contacts (names, emails, phone numbers)?

  • Nora,  The link states that different Organization names will be updated with their own email address, address, phone number, etc. Is Abby experiencing a bug within the system?  

  • Yes, that is correct. Please follow my directions by renaming the Organizations and read this link to understand why: http://support.insight.ly/hc/en-us/articles/204248460-Duplicate-checks-when-im...

  • When implementing a CRM system that has multiple companies under one parent company you need to select the parent when associating the companies under one organization and for contacts duplicated u...

  • You're welcome :) It's located under Actions on the organizations, opportunities and projects. 

  • They will be able to "add" activity sets to their accounts and will not be able to "create" activity sets at the system settings level. 

  • Make your user a non-administrator. See this link to make the changes: http://help.insightly.com/what-are-the-user-permission-levels-and-what-can-each-level-do/   

  • You're Welcome, Ankur.  Tasks never "disappear" unless they are deleted. You will always be able to find them under the Opportunity, Organization, Contact and Project records and it will...