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salesbuildr

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

Backlog

Next up

Main Roadmap

Procurement

Distributors

Hey {name|there}! 👋

When having more Lines of Business in Autotask, we could need some more LoB settings in SB.For Example: Company Name below the Account Manager details in a Quote, left side of the screen. Now it uses the ID:0 Customer Name in AT.The combination Line of Business and Subdomain names for the Portals. The link to the Quote URL should depend on the LoB of the Quote. So overall creating more mappings on Line Of Business with URL's, Company name etc.

Add mapping or settings to Lines of Business in Autotask

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