CloudLink Ideas Portal

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

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