CloudLink Ideas Portal

Add GP% Validation to Credit Claims Setup

Add GP% validation that would alert/stop a user from using a program/submitting a quote if the GP% is above a certain level.

  • Mike Love
  • Jul 11 2019
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  • Mike Love commented
    February 18, 2021 14:22

    We are doing a GP Analysis and this is one of our top GP Variance issues is reps using a program on a quote with too high of a GP level. This is so easily managed by adding a GP% Max field in the program claims set up that validate against the quotes calculated GP and displays an appropriate message.



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