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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

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[CMP]_Payments

[CMP]_Company

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

Sometimes quotes are made by sales/procurement teams on behalf of an account manager, so it would be great to have a setting that if I open a new quote for a customer with an account manager set as someone else in the PSA, it will just show me.Consolidated into: <a href="https://do.featurebase.app/p/accountmanager-filter-in-opportunity-and-quote-overview">Accountmanager filter in opportunity &amp; quote overview</a>

Setting to default quote to quote creator, not the PSA Account Manager

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Salesbuildr

Setting to default quote to quote creator, not the PSA Account Manager

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