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Improved

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salesbuildr

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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

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

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<p>Tasks for improving customer support.</p>

Customer Support

Hey {name|there}! 👋

<p>When an MSP sets an Opportunity to "lost", Salesbuilder will automatically set the Quote to "Lost/Decline" status. This is done in one simple action, without having to make adjustments in different places.</p>

Opportunity "Lost" > Automatically Also Immediately Set Underlying Quote to "Lost/Decline"

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Salesbuildr

Opportunity "Lost" > Automatically Also Immediately Set Underlying Quote to "Lost/Decline"

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