We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Autotask for existing opportunities associated with the selected contact:

If there aren’t any existing Autotask Opportunities, a new one will be created as usual. If you have any questions or have feedback, please feel free to reach out to us or comment below.

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