CJ
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CJ commented, -
CJ created a post, Why we're about to leave insightly for Salesforce
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 ...
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CJ commented, -
CJ commented, 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.
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CJ commented, 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 well, because ...
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CJ commented, 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...
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CJ commented, Can we please have an update on this? Can't you just port the estimated value feature from opportunities through into projects?
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CJ created a post, IDEA: Automatically Turn QB Quotes into Opportunities
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.
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CJ commented, Any news here? This is filling up storage space pretty quickly >.< and it sure makes it hard to find what you want.
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CJ commented,