Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Peer testing

Documentation

High Priority

Low Priority

[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

Backlog

Next up

Main Roadmap

Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

It would be nice to have an (on/off) option in the admin settings so all opportunities created in Autotask are automatically visible directly in SalesBuildr without having to be manually imported.Jira: <a href="https://salesbuildr.atlassian.net/browse/TN-3913">TN-3913</a>

Set option to always default import autotask opportunities

hidden

Salesbuildr

Set option to always default import autotask opportunities

Subscribe to post

Subscribe to post