Steven Rinn

Steven Rinn commented, April 18, 2020 00:36
Insightly integrates with O365 via Outlook. So should now with OneNote. I don't use Evernote. Let's do it ... 2020
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Steven Rinn created a post, April 02, 2020 14:32
Insightly and Microsoft Teams
1. Community
2. Insightly Partner Integrations
Microsoft Teams use is expanding. How and when will Insightly integrate with Teams?
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Steven Rinn commented, June 04, 2018 22:17
It's working now. Not a 15-30 minute wait; took a few days.
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Steven Rinn created a post, June 01, 2018 16:11
Answered

Search not finding an opportunity I recently created.
1. Community
2. Troubleshooting & Tips: CRM
Search not finding the opportunity nor can I link an email to the opportunity (does not populate as a choice). However, a contact linked to the opportunity is found while searching. Suggestions???
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