Create Post-Sale Tickets in Autotask
This feature allows you to automatically create a post-sale ticket in Autotask and add all products from the quote as charges to the ticket. This streamlines your post-sale process and ensures all relevant information is accurately transferred to your service management system.
Enabling the Feature
Navigate to Admin > Autotask > Purchase Order
Enable the option "Create post-sale ticket for approved quote"
Configure the default values that Salesbuildr should use when creating the post-sales ticket
Using the Feature
Once enabled, you'll have the option to create a ticket from an approved quote. Salesbuildr will add products that both require and do not require procurement as charges to the ticket. To create a post-sale ticket:
Open an approved quote
Select the "Create ticket" option
Review and add any internal note instructions
Click "Submit"
The ticket will be created in Autotask, and you can use the provided icon to open it directly from Salesbuildr:
Viewing Related Tickets
You can view and open related tickets created by Salesbuildr from the quote overview.
This allows you to quickly access all post-sale activities associated with a particular quote.
Configuring Opportunity Stage and Status
Salesbuildr now offers the ability to automatically update the opportunity stage and status after a post-sale ticket has been created from a quote. This feature helps streamline your sales process by automatically closing off the opportunity once it moves to the post-sale phase.
To configure this feature:
Navigate to Admin > Autotask > Purchase Order
Scroll down to the "Opportunity Update" section
Select the desired stage for the opportunity after ticket creation
Choose the appropriate status for the opportunity
Save your changes
By configuring these settings, you can ensure that:
The opportunity is moved to the correct stage (e.g., "Closed Won") automatically
The status is updated to reflect the current state of the deal (e.g., "Completed")
Your sales pipeline remains accurate and up-to-date without manual intervention
This automation helps maintain consistency in your sales process and reduces the risk of opportunities being left open after the sale has been completed.
Best Practices for Opportunity Updates
Align the automated stage and status updates with your sales process
Regularly review these settings to ensure they continue to meet your business needs
Train your sales team on this automation to prevent confusion or duplicate updates
Periodically audit your opportunities to ensure the automation is functioning as expected
By leveraging this feature, you can improve the accuracy of your sales reporting, streamline your workflow, and ensure a smooth transition from the sales process to post-sale activities.
Troubleshooting
If you encounter any issues with ticket creation:
Verify your Autotask integration settings
Ensure the user account used for the integration has the necessary permissions in Autotask
Check that all required fields in the ticket template are properly mapped
We value your feedback! If you have any suggestions for improving this feature or ideas for additional functionality, please don't hesitate to contact our support team.