CloudLink Ideas Portal

Ability to Mark Quotes as NO DEAL in Mass

Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.

  • Janet Colley
  • Apr 3 2024
  • Needs more votes
How often would this idea be used? Weekly
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Some people (2-4)
What problem is your idea trying to solve?

Save time and clicks on the keyboard

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  • Janet Colley commented
    July 16, 2024 15:12

    It is VERY time consuming to close 100 quotes manually one-by-one when a sales rep leaves without updating their old quotes. It is also very tedious to reassign all their quotes to another rep one-by-one. There's got to be a better way!



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