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How To Send an Email Directly From an Opportunity in insightly CRM

Eric Greenspan November 18, 2018 Accounting Workflow System (AWS), insightly CRM Client Acquisition Systemand Workflow Management Leave a Comment

How To Send an Email Directly From an Opportunity in insightly CRM

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Add a Task with your Voice to insightly using Amazon Echo “Alexa” and Special Guests IFTTT, Gmail and Zapier

Eric Greenspan April 23, 2016 Innovation and Automation Workflow Management Leave a Comment

Have you ever wanted to add a task with your voice? Ever wished you could just say “Add this task” when you have a great idea or need to add a task …

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