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salesbuildr

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Peer testing

Documentation

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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

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

Product history is a list of products that the customer has purchased from us. This list is useful for viewing previously sold products with their prices. So you can quickly see what product the customer purchased this year or last year. No need to search through previously ordered quotes.Jira: <a href="https://salesbuildr.atlassian.net/browse/TN-4051">TN-4051</a>

Customer Product History

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Salesbuildr

Customer Product History

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