Mike Wrob
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Mike Wrob created a post, Using Insightly with Google Team Drive
If I try to attach a Google Drive file in the files tab, Team Drive files are not available to choose from. Is this a Google limitation? If not, is it something that will be available at a later ...
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- 2 votes
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Mike Wrob commented, -
Mike Wrob commented, So what if I see a company that looks like they would use our products? I want to have one of our reps call them to see if there is an opportunity. How do I enter that company and assign the task...
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Mike Wrob commented, I agree. This feature is important to us as a lot of our information is stored in Google Drive.
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- 3 votes
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Mike Wrob created a post, Emails not showing up in insightly or projects
When I send an email that I want to attach to a project, I cc to the link provided for that project. However, the email is not showing up in Insightly. Not in the general emails tab, nor in the e...
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Mike Wrob commented, This will be very helpful, I too would like the ability to create a lead from an email.
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