transfer to project organisation
3
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