When we set an opportunity in Autotask to Lost, the opportunity in Salesbuildr is set on lost as well which is good, but when a quote is expired, it's not automatically closed. So we now have to do this manually. I would expect whenever we set an opportunity to Lost, the quote is declined automatically. Can you build this?
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New
Feature Request
[CMP]_Quotes
Almost 2 years ago
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New
Feature Request
[CMP]_Quotes
Almost 2 years ago
Get notified by email when there are changes.