Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Hi Tara, When Insightly is referring to Records in this context they are referring to Contacts, Organizations, Opportunities, Projects, and Leads. You get two custom fields for each one, which re...
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If you must use one account, then I would suggest using a custom dropdown field. For example name the custom dropdown field: Organization Name: Company A & Company B. Be aware that your reports may...
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Make an individual Opportunity for each Contact. Group the Opportunities together using either one Project or Tags. If possible use the Opportunity Pipeline, Stage, and Current State to view/chan...
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We cannot make custom fields for Tasks which means we cannot filter them for custom fields. But we can for Projects :)
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Use the calendar feature to show your Tasks (use the Due Date as your Task's milestone date) and Project Milestones. Then select "Day" on the top right to show you what you need completed today. At...
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Camacho, If you're wanting to complete this task as a marketing activity, we can export data to an email marketing program like Mailchimp. Then we can map the custom fields to your email templates...
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Hi Holger, I know this is not a native solution but here it is anyway :) The SIP Caller Click to Call Chrome Extension looks like it provides the features you are looking for, in regard to converti...
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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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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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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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