Sync Opportunity notes as ConnectWise Activities

I want notes added to an Opportunity in Salesbuildr to be created as "ConnectWise Activity" entities instead of just notes on the Opportunity. This is important for sales managers to track activity points and have better visibility into what reps are doing, as ConnectWise best practice is to use activities. Also, the notes box in ConnectWise is very small and hard to read compared to activities.

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Status

New

Board
πŸ’‘

Feature Request

Date

7 days ago

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