Creating Account Notes in Autotask |
  
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Creating Account Notes in Autotask |
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Create Account Notes in Autotask
When you're saving a document, the “Create Account Notes” checkbox will appear on the Save window.
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After you hit [Ok] and have created the opportunity, you have the ability to create an Autotask Account Note:
This note can be linked to the account, contact, and the opportunity. This enables users to create notes for other Autotask users about this particular quote including follow-up calls, meetings, notes, etc.. You also have the option of creating just 1 [Save and Close] or creating many [Save and New].
See also:
●Autotask Online/Offline Status
●Creating or Updating a Sales Opportunity in Autotask
●Creating or Updating a Quote in Autotask
●Recurring Revenue in Autotask