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Knowledgebase : CRMs and Integrations > Autotask
   

Integrate Autotask CRM with AMP
 INTEGRATE AUTOTASK CRM WITH AMP * To integrate AMP with your Autotask account, click on your User Profile at the top-right of the screen, then select "user profile" above your User Profile image. * Click on "Configure CRM" * Click on "Configur...
How do I view an opportunity from Mindmatrix in Autotask?
FOLLOW THIS ARTICLE ON HOW TO PUSH AN OPPORTUNITY FROM MINDMATRIX TO YOUR CRM. [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/584/0/how-do-i-push-an-opportunity-into-my-crm#gsc.tab=0] HOW TO VIEW THE PUSHED OPPORTUNITIES WITH CONTACTS I...
Autotask API user permission settings
AUTOTASK API USER PERMISSION SETTINGS To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings Under RESOURCES / USERS (HR) SELECTION:...
Opportunity First Import
OPPORTUNITY FIRST IMPORT Feature: This feature will display a checkbox when the opportunity import has completed initial processing.   Who will be using this? Administrators   Benefits: Admins can see when initial import is complete and check ...
CRM TODO / activity Autotask
Reference this article to get started with TODO notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 [http://my.mindmatrix.net/index.php?/Knowledgebase/Articl...