Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Peer testing

Documentation

High Priority

Low Priority

[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

Backlog

Next up

Main Roadmap

Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

It would be nice to create a to-do in Salesbuildr. So let's say I have an opportunity and I want to contact the customer in 3 days, it then would be nice to create that to do within Salesbuildr which automatically syncs back to Autotask.Consolidated into: <a href="https://do.featurebase.app/p/checklists-functionality-on-oppertunitys">Checklists functionality on Oppertunity's</a>

Create To-do's assigned to opportunities

hidden

Salesbuildr

Create To-do's assigned to opportunities

Subscribe to post

Subscribe to post