CloudLink Ideas Portal

Assign Sale Type to quotes to help validate programs

When you're setting up programs in iQuote, you have to select a Sale Type that the specific programs apply to, this however isn't indicated on the quote anywhere so I can't see what purpose it serves. If you had to select a sale type when you created a quote (or revision) and only the programs applicable to that sale type would show available so you weren't able to select programs that weren't applicable to your deal.

If possible, it would also be nice to indicate wheher a specific program is applicable with another one (w/in the same sale type)

This could very easily tie in w/ another idea from Mike Love @ Blanchard - IQUOTE-I-82

  • Kelly Kotara
  • Mar 2 2020
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