That's good to know Chris, thanks for the info!
We've been with Insightly for almost a year now and we've given it the old college try, but we're coming to realize that it's little more than a digital rolodex. Here are some of the reasons we're ...
@Anthony Smith. Will you please unmark this thread as "completed"?
I didn't notice this was marked as "completed", can you please remove that tag from this post? We'd really like a true solution here.
Thanks for the reply Anthony. So in order for us to do this we have to create a custom field called "Value" in both our projects & opportunities, right? This seems like it won't work ...
Agreed! I don't think anyone does business with a customer, but not that customer's employer. Everyone does business through a legal business entity (i.e. organization). If we're doing business wit...
Can we please have an update on this? Can't you just port the estimated value feature from opportunities through into projects?
When you create a quote in QuickBooks, insightly gives you the option to pull it straight into an opportunity. That way you can follow up on every quote.
Any news here? This is filling up storage space pretty quickly >.< and it sure makes it hard to find what you want.
This would be a game changer. I'd love to see it implemented soon!