Transfer to project organisation

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;

  • you can create a to-do with quotes that still need processing to delivery. Now it is possible to "forget" a won quote and dont follow up after the signature
  • less work in Autotask by Sales staff

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Procurement

Date

Almost 2 years ago

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