Create Account Notes in Autotask

When you're saving a document, the “Create Account Notes” checkbox will appear on the Save window.

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