Brad King
- Member since
- Total activity 15
- Last activity
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Brad King created a post, Emails - Showing Links in Overview
I think it would be great if there was a column in the emails section, that shows if (and where) an email is linked to. As it stands right now, I have to go through and check each email individual...
- 5 followers
- 3 comments
- 2 votes
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Brad King created a post, CompletedAutomatically Log Phone Calls Placed by App
I just realized there is a glaring omission to the way that Insightly handles customer interactions. If I use the app to place a phone call to a customer, Insightly does NOT automatically log that...
- 48 followers
- 66 comments
- 67 votes
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Brad King commented, Yes this is the second most needed feature of Insightly. There should be an easy way to generate a report that shows the last time a customer was any of the following: called emailed contacted i...
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- 4 votes
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Brad King commented, Yes this is desperately needed. It is the most glaring omission compared to other CRM solutions. The current home page offers zero value. It does no good to me to see that the last 5 things I did ...
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- 3 votes