CloudLink Ideas Portal

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Can we adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity. Right now if a sales rep quotes a rental machine the opportunity shows up under Division W, so they can’t quote a machine from new or used inventory as well as that rental machine on the same opportunity. This creates addl. opportunities that are not accurate because customer is deciding between machine in rental fleet or new, but it looks like they want both

  • Lori Ciccarelli
  • Apr 12 2021
  • Needs more votes
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