Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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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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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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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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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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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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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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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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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