CloudLink Ideas Portal

Winning a deal in iQuote reason not required

Currently when winning a deal in iQuote the reason is not required. The Reason field in SalesLink is a mandatory field when winning an opportunity so it makes sense that it should be set as such in iQuote

  • Darren McAllister
  • Aug 19 2025
  • Needs review
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? A Team or Group of People(5-25)
What problem is your idea trying to solve?

The current work around is to edit each opportunity that has a missing reason

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