CloudLink Ideas Portal

Ability to export post sale credit claims

Ability to export post sale credit claims.

  • vincent frataccia
  • Aug 13 2024
  • Needs more votes
How often would this idea be used? Monthly
How much time would you save when the idea is implemented? It would save a day of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

manually reviewing the list of post sale credit claims

  • Attach files
  • vincent frataccia commented
    October 02, 2024 12:27

    The sales ops team wanted to use an export vs reviewing online. Over the course of a year they have around 230 credit claims to manage.

  • Admin
    David Vuong commented
    October 01, 2024 21:30

    Could you clarify why you would want to review the post sale credit claims in an export rather than in iQuote?



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