Teresa R.
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- Total activity 104
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Teresa R. commented, Hello Joslin, I have opened up a support ticket for you and you should have received an automatically generated email notifying you of that. A member of our Care team will be reaching out to you s...
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Teresa R. commented, - Community
- Troubleshooting & Tips: CRM
- "Problem with your current filter" cannot enter mail section anymore
Hi Etienne, I see that our Care team is working with you on this and that it has been escalated. Thank you
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Teresa R. commented, Hi Yasmin, Our support team is happy to help with a trial extension. They will reach out to you shortly. In the meantime, I recommend you sign up for a free trial and you can invite your colleague...
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Teresa R. commented, Hi William and Michael, Thank you for sharing this feedback. I have shared it with our Product team. William, to answer your question, with our more powerful elastic search you can search by th...
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Teresa R. commented, Hello Thorsten, Thank you for bringing this to our attention. I have sent it to our engineering team to address.
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Teresa R. created a post, The Insightly Sidebar for Outlook is Live!
Finally! The old Insightly Add-In has gone the way of the dinosaur -- replaced by the bigger, badder Insightly Sidebar. Use ItIf you had the old one installed, all you have to do is switch the Ins...
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- 3 votes
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Teresa R. commented, Hi Wendy, I am our Director of Customer Success and I see that you have a few support tickets open with us. I will reach out to you directly to address your technical support issues. To address yo...
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Teresa R. commented, - Community
- Discussions and Best Practices
- America's #1 Small Business Expert, Melinda Emerson "SmallBizLady" shares how to keep the sales rolling in your small business
Hi Daniela and Mohamed, We are in the Pacific Time Zone (PDT). This discussion will start at 9:30am PDT. If you cannot attend for any reason, Melinda's discussion article and the comments will be...
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Teresa R. commented, Hi Dennis, We recently released Lead Assignment Rules that can do just that - automatically assign leads to sales reps based on criteria you set. You can learn more here about the set up.
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