When you sell a product or service, there are tasks to complete afterward. Instead of manually creating repeatable tasks over & over, use Template Tasks to easily create them by clicking a button.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.