Skip to main content

Add the Company Account Manager variable to the selection

When creating 'contracts' in SaleBuilder (quote with detailed text etc…) it would be nice to also select the Account Manager linked to the company.

For now you can only select Opportunity Creator (owner.name), but this is useless if you want to prefill the AM name. Internal sales will create the opportunities & quotes, but the AM's will contact the customers

Status: Done

Log in to comment and vote

No comments yet

Be the first to share your thoughts.