When a quote is won we create a ticket to transfer the sold solution to the project organisation. It would be nice to have a way to "transfer to project" in Salesbuildr. This is a tickets linked to an opportunity (win quote wizard in Autotask)
Even nicer; make it possible to create a template with information required to transfer to projects.
Biggest plus of this feature;
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New
Feature Request
[CMP]_Procurement
Almost 2 years ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Procurement
Almost 2 years ago
Get notified by email when there are changes.