Riikka
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Riikka commented, Similar to this, I would appreciate if in regular search results (like in Jessica's screenshot) for leads it would show whether the lead has been disqualified or converted.
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Riikka created a post, Manage notes default view
I would like to see the notes in full as default, so it would be great if I could change the default view in settings. Thanks again!
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- 1 vote
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Riikka commented, Also, when searching for data in Insightly, it would be handy if open and closed leads didn't look exactly similar.
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Riikka commented, I don't think he asked if opportunities could be assigned to teams but to filter opportunities according to teams.. Same again, to avoid possible language barriers: could you add a filter for oppor...
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Riikka created a post, Visuality
Could you add colour selection for custom field options? If one creates several custom fields to follow the process of each customer project, for example, coloured fields would be much quicker to g...
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Riikka commented, Thanks for your answer! A custom field works okey, but I still need to remember to go add the title after converting a lead, so it would make my life easier if the title followed with in the conver...
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Riikka created a post, User responsible
Could you add user responsible as a default field for all records? Or otherwise enable filtering records based on the user? We have a responsible user custom field now for all records, but some of ...
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Riikka created a post, Contact roles
Hi, I'd like to have a role / title field in contacts and not only in relation to other contents in Insightly. Now the role needs to be manually inserted for each relevant company and opportuniti...
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- 1 vote
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Riikka created a post, Leads with organization names in search function
Hi, In order to quickly see whether anyone has been in contact with a certain company, I search it in the uppermost box. I've found searching works best without pressing enter as it gives me a bett...
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- 6 comments
- 4 votes
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Riikka commented,