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salesbuildr

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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

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[CMP]_Discount

custom form

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Procurement

Distributors

Hey {name|there}! 👋

Product history is a product list of items the customer has purchased from us. This list should be visible in the Salesbuildr customer card. Currently, our sales team has to check this in Autotask, making the workflow slower. Having it in Salesbuildr would speed things up considerably and provide a better overview.

Product purchase history per customer

hidden