CloudLink Ideas Portal

Make Comment Mandatory when marking a Quote as No Deal in iQuote

Currently in iQuote reps can mark a quote as No deal without any explanation.  This makes it hard for us with reporting.  Marking that one field as mandatory (as we have it mandatory in SalesLink) would give us better understanding of why the quote is a No Deal.  

  • Rebecca Zanfardino
  • Jul 11 2018
iQuote
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  • Jayme James commented
    February 25, 2022 15:11

    Hi Rebecca: There is a configuration key available in the CloudLink Console that can manage this for you.

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  • Mike Love commented
    July 11, 2019 12:54

    I would add that if using COTI, these comments are captured in the Cancelled Deals section.

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