How do I view an opportunity from Mindmatrix in Autotask? - Powered by Kayako Help Desk Software
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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:

 

 

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