CloudLink Ideas Portal

Improve Pending Deals Report

I'd like to see some added functionality to improve the pending deals report:

  • be able to re-order AND hide columns, the current view has information that isn't pertinent so all of the checklist item aren't in view

  • add more filter options that can be customized by dealer

    • I'd like to be able to filter out RPOs (rentals) since our active RPOs live in Phase 3

    • Or l'd like to be able to filter out a certain phase (3 in my case) so only phase 1 & 2 deals are showing

  • Give dealer the ability to rename their checklist item columns (these could be shortened to save space).

  • Kelly Kotara
  • Mar 2 2020
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