![]() ![]() When the whole team has the most current info at their fingertips, your company sells more and satisfies customers better. With Insightly, all critical information – leads, contacts, emails, events, projects, tasks, sales opportunities and reports – are centralized and available via web and mobile app. Use this field to specify the entry type when. The Insightly Entry Type box is used only on Email, Web, Phone, Address, and Social Insightly fields. Click on the field you wish the form data to be sent to. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. Click in the Insightly Field text box to bring up a list of all the Insightly fields available for receiving the form data. ![]() ![]() With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google users. Top Producer separates the first line of an address into separate fields for street number, direction, street name, suite number and suffix. Insightly provides customer relationship management (CRM) and project management software for businesses across a variety of industries such as manufacturing, consulting, health & wellness, media and others. To see what fields Insightly offered, I clicked to start an import and looked at all of the fields available and then cancelled the import since I needed to modify my address fields. ![]()
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March 2023
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