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?
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New
Feature Request
[CMP]_Opportunities
12 months ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Opportunities
12 months ago
Get notified by email when there are changes.