Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Issue with multiple Organizations using the same email domain

What email application are you using? And have you tried following the directions in this link? http://support.insight.ly/hc/en-us/articles/204061204-Missing-emails-or-automatic-links-when-using-t...

• View comment
• Created July 16, 2015 18:23
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Bulk editing opportunities - changing Stage

Nora is right. There are not options to perform the update within Insightly. My best idea would be to export all the Opportunities, convert the XML file to a CSV, edit the Current State fields in ...

• View comment
• Edited July 16, 2015 18:08
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Filter to check opportunities without Tasks assigned

So no matter what... we're assuming the staff is going to make a mistake and not follow directions 100%. By assuming this we want a safeguard process to make sure nothing falls through the cracks, ...

• View comment
• Edited July 16, 2015 17:46
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Filter to check opportunities without Tasks assigned

I misunderstood you from the beginning. My apologies.  Here are the two BEST solutions for checking on "Inactive" Opportunities at ANY given point in time: Create a custom field called "Status" ...

• View comment
• Edited July 16, 2015 16:52
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Filter to check opportunities without Tasks assigned

Step by Step this is what should happen... If they do NOT intend on adding Tasks to the Opportunity once created: 1.Create an opportunity. 2.Create an Opportunity Pipeline (Open will be the stag...

• View comment
• Edited July 16, 2015 15:59
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Filter to check opportunities without Tasks assigned

On the first Stage of each Opportunity Pipeline name it "Open". Then train your staff to always start an Opportunity Pipeline when creating a new Opportunity, and to only add a Task if the Stage is...

• View comment
• Edited July 16, 2015 15:44
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Task Followups and Internal Communication

Yes, you can either customize your Notification Settings or Home Page. I'd recommend changing their Home Page for your situation.  Go to their Home Page On the top left click "Activity Type: Note...

• View comment
• Edited July 16, 2015 15:37
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. catagorising contacts

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...

• View comment
• Edited July 16, 2015 15:30
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Filter to check opportunities without Tasks assigned

Do you use Opportunity Pipelines and Stages?

• View comment
• Created July 16, 2015 15:24
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Issue with multiple Organizations using the same email domain

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

• View comment
• Edited July 16, 2015 15:17
• 0 votes