Two Way Highrise Connections

Using two way connections with Highrise, you can add, edit, and delete companies, contacts, and deals straight from your Easy Insight reports.

You can edit deal, company, and contact names and background info.

You can reassign deals or change them to different categories.

You can update the price type and price on deals.

You can edit your deal, company, and contact custom fields.

Drag your deals across different stages (or any other field) in a board display.

You can filter down to the list of deals you want, then make a bulk change to custom fields or reassign all deals in the list to a new sales rep.

Merge your contacts or deals into your marketing, project management, or support system using integrations.