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Peer testing

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[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

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[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

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[CMP]_Discount

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

When a customer approves an quote, please create a ticket indicating approval. Currently, approvals come into the individual mailboxes of the makers. The preference is to have this visible as a ticket in the service desk/sales.

Create ticket when customer approves

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Salesbuildr

Create ticket when customer approves

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