For now, if I'm not wrong, the only update in the original Opportunity in Autotask after sending the quote from within SalesBuildr is the opportunity stage.
Is it possible to update the opportunity with the text that's put into the mail when sending the quote from Salesbuildr?
We send quote links directly from the opportunity to the customer so colleagues have a better follow-up in the opp itself.
When sending from Salesbuildr the only possibility now is put yourself or colleagues in cc of the mail itself…
Jira: TN-3701
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In Progress
Feature Request
[CMP]_Opportunities
Over 2 years ago
Get notified by email when there are changes.
In Progress
Feature Request
[CMP]_Opportunities
Over 2 years ago
Get notified by email when there are changes.