transfer to project organisation

6 votes

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

Under consideration Opportunities Purchase Orders Suggested by: <Hidden> Upvoted: 24 Mar Comments: 0

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