All opportunities and quotes synced to Autotask from Salesbuildr, are created by the Salesbuildr Api user in Autotask.
Our sales team is growing, and when colleagues have questions, we can't see in Autotask, who created the quote (that is not always the opportunity owner or account manager, but internal or pre-sales).
Autotask supports impersonation, so it would be a great feature that we can see who created the opportunity or quote.
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New
Feature Request
[CMP]_API
10 months ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_API
10 months ago
Get notified by email when there are changes.