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
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Closed
Feature Request
[CMP]_Company
7 months ago
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Closed
Feature Request
[CMP]_Company
7 months ago
Get notified by email when there are changes.