Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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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Hi CM, Do your team members also have an Insightly user? Thank you, Micah Feldkamp
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Hi Jon, You can select which users have access to xero here: https://support.insight.ly/hc/en-us/articles/207227537-Connecting-Insightly-to-Xero Thank you, Micah Feldkamp
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Hi Morgan, You have two options: 1. Create a workflow automation webhook to add a contact link to the opportunity using middleware software like Zapier. Here is the API endpoint to use: https://api...
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Hi Sheila, You should be a able to bulk delete the dates. If not, zapier webhooks updating Insightly via the API will definitely work. Thank you, Micah
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