Skip to content
TopLeft
Menu

ConnectWise

Edit ConnectWise sales opportunities and activities in TopLeft

We recently added the ability to edit a variety of fields on tickets and projects- such as summary, due dates, budgeted hours, and so on.

Now you can edit fields on ConnectWise sales opportunities and activities!

Here's an example of editing opportunities:

And editing activities:

These forms are available from the "..." menu on the opportunity or activity card.

Comments

    The first time, we email you a link to confirm. After that, this browser remembers you.

    Like

    We email you a link once. After you click it, this browser remembers you on every docs page.

    Feedback on this page

    Fix or keep
    What kind

    Tip: select words on the page before you open this, and they come with your note.

    Optional, up to 5. Paste into the box above, or drop them here.

      They go into the GitLab issue. Crop out anything private.

      See every note and what happened to it