Skip to main content

Hide options on opportunities which aren't visible within Autotask

Within Autotask, opportunity categories can be configured to show/hide values on certain fields. For example, one opportunity category may only have a subset or the Stage or Lead Source options available to select.

Unfortunately, Salesbuildr doesn't replicate this, making it possible to select any option regardless of the category.

Could this be improved so that Salesbuildr only shows what options are visible within Autotask?

Log in to comment and vote

No comments yet

Be the first to share your thoughts.