CloudLink Ideas Portal

When creating new prospect from iQuote make the Sales Rep either default to who is creating it or mark it as mandatory

When creating new prospect from iQuote make the Sales Rep drop down either default to the rep who is creating it or mark it as mandatory.  This drop down is easily missed (and has been by our reps)

  • Rebecca Zanfardino
  • Jul 27 2018
  • Attach files


If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support