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Setting up and using Leads. Converting a lead to a sales opportunity. Using Insightly to manage sales. Creating a project from an opportunity. Changing a responsible user for multiple leads, opportunities, or projects. Copying an organizations address to a contact.
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Welcome to the InsightVision support site. This is the place for all of your InsightVision questions and support issues. For your convenience, we have video tutorials, PDF exercises and documentation as well as a searchable knowledgebase.
Insight Solutions Support Area has moved.
Welcome to the Insphere Technology Support Center. In order to streamline support requests and better serve you, we utilize a support ticket system. Every support request is assigned a unique ticket number which you can use to track the progress and responses online. For your reference we provide complete archives and history of all your support requests. A valid email address is required to submit a ticket.