It would be great if we can add attachments to an opportunity. For instance with Cisco orders we always have to ask for a quote from our distributor. They send us a quote in Excel format which we have to add to the opportunity in Autotask for our internal purchase department. If we are able to upload it directly in salesbuilder, we don't have to use Autotask anymore in this proces.
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New
Feature Request
[CMP]_Opportunities
Over 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Opportunities
Over 1 year ago
Get notified by email when there are changes.