Adding Autotask Ticket/Task Number as Reference in Email Subject

We have the habit of conducting our email communication from Sales as much as possible through Autotask. We do this by means of sales tickets or via sales and advisory tasks from a project.

When a customer responds by email, this email is registered in Autotask as a new request because there is no task or ticket number in the email subject.

Therefore, we would like to have an option in Salesbuildr where you can indicate which task or ticket number belongs to the quote, and that this number is automatically added to the email subject of emails sent to the customer (for example when sending quotes, reminders, etc.). In this way, when a customer responds, the communication will be neatly organized in Autotask, under the relevant task or ticket.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Procurement

Date

Over 2 years ago

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