CloudLink Ideas Portal

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Lock notes in Opportunities

Original Ticket TOR-59004 Created 07/10/2021 By Account Cavpower CAT Is there a configuration to stop notes being updated when added to Opportunities?

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

Hastings - SalesLink - Indicator for Flagged for Deletion on the Customer List

Original Ticket TOR-59055 Created 08/10/2021 By Account Hastings Deering-Australia Somewhat related to ticket #64273, Hastings would also like for customer who are flagged for deletion to have some sort of indicator on the customer search / list r...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Est Close dates in Opportunity list view for sales reps

Original Ticket TOR-59250 Created 15/10/2021 By Account Cavpower CAT When reps look at their open opportunities they have an Est year and Month listed.1. at the moment this is the est. delivery date. as reps they want to control their pipeline qui...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Estimated close date to be populated in PSQ when opportunity created.

Original Ticket TOR-59251 Created 15/10/2021 By Account Cavpower CAT Attached document.When creating a PSQ/opportunity the delivery date is mandatory.However the Est close date (which is in the opportunity and helps manage the pipeline timing etc....

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Request to be able to multi-select divisions to provide a Sales Analysis total

Original Ticket TOR-59397 Created 21/10/2021 By Account Ring Power Manager requesting that he be able to multi-select only divisions C and R in the Sales Analysis view. He doesn't want all divisions together, but the option to choose multiple divi...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0

CloudLink Ideas Portal

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Lock notes in Opportunities

Hastings - SalesLink - Indicator for Flagged for Deletion on the Customer List

Est Close dates in Opportunity list view for sales reps

Estimated close date to be populated in PSQ when opportunity created.

Request to be able to multi-select divisions to provide a Sales Analysis total

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Lock notes in Opportunities

Hastings - SalesLink - Indicator for Flagged for Deletion on the Customer List

Est Close dates in Opportunity list view for sales reps

Estimated close date to be populated in PSQ when opportunity created.

Request to be able to multi-select divisions to provide a Sales Analysis total

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support