Knowledgebase
Contacting Support Dashboard Email Contacts Your User Profile Your Company Profile Social Media Print Assets Landing Pages and Forms Websites External Site and Link Tracking Databases Playbooks PowerPoint Presentations eBooks Asset Reports Lead Scoring CRMs and Integrations Users, Groups and Roles Brand Management Mobile Apps, Widgets and Extensions Organizations Notifications MSP Advantage Personalization Smart list Templates Logging In and Managing Your Account Quick Links to Sales Team Help Lead Registration Request Video - Dashboard Video - Logging In Video - LinkedIn tool Video - Playbooks Video - Email Video - Lead Scoring Video - Contacts Video - Social Media Video - Landing Pages and Forms Video - Gallery Video - Reports SMS Video - Ebooks Opportunities Video-Managing Powerpoints Video-Managing Users Video- Website Management Video - Template and Asset Management Webinar Recordings Video - contacting support Fund Management Certifications Video - Certifications Best Practices Datto MarketNow New Support Desk Goto Webinar
SEARCH


Knowledgebase: Autotask
How do I view an opportunity from Mindmatrix in Autotask?
Posted by The Team at Mindmatrix on 25 April 2016 10:55 AM

Follow this article on how to push an opportunity from Mindmatrix to your CRM.

How to view the pushed opportunities with contacts in Autotask:

Step 1: Click on this icon and then click on “Contacts”.

 

Step 2: You can view the pushed opportunities with contacts in Autotask by searching for the pushed opportunity contact here:

 

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.
Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).