Account manager name under company to match teritory manager of the company in connectwise

Account manager name under company to match teritory manager of the company in connectwise- it currantly looks like i have to maually fill the in for each account manager under each company they loook after , this is time consuming would love if this was automated and would sync in with connectwise.

any company that has a territoy account manager listed will synce with salesbuilder and any that dont have one listed stays blank

Consolidated into: Accountmanager filter in opportunity & quote overview

Please authenticate to join the conversation.

Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Company

Date

7 months ago

Subscribe to post

Get notified by email when there are changes.