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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

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[CMP]_Bundle

[CMP]_Email

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[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

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[CMP]_Dashboard

[CMP]_UserManagement

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Procurement

Hey {name|there}! 👋

I want the address (Site or Ship to) from the ConnectWise Opportunity to be carried over into the Salesbuildr quote automatically. Currently, I have to enter it twice because Salesbuildr pulls from the Company record, which is redundant when the address is already on the Opportunity in ConnectWise.

Ik wil dat het adres (locatie of afleveradres) uit de ConnectWise-opportuniteit automatisch wordt overgenomen in de offerte in Salesbuildr. Momenteel moet ik het twee keer invoeren, omdat Salesbuildr de gegevens uit het bedrijfsrecord haalt, wat overbodig is als het adres al in de opportuniteit in ConnectWise staat.

Het adres van de ConnectWise-opdracht synchroniseren met de offerte in Salesbuildr

Sync ConnectWise Opportunity address to Salesbuildr quote

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Salesbuildr

Sync ConnectWise Opportunity address to Salesbuildr quote

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