Create To-do's assigned to opportunities
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: Checklists functionality on Oppertunity's
Status: Closed
Log in to comment and vote
No comments yet
Be the first to share your thoughts.