CloudLink Ideas Portal

Need the ability to transfer deals won to prospect customers to DBS customers

When deals are won in iQuote to a prospect customer we want the ability to transfer these to a DBS customer when it is available. This would also apply to PSQ quotes won to a prospect customer.

  • Mark Knight
  • May 24 2023
How often would this idea be used? Weekly
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Winning deals to a prospect customer create a mismatch to the customer number the machine is invoiced to in DBS.

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