CloudLink Ideas Portal

Estimated close date field in iQuote

We currently rely on the Est. Close date (which is mandatory) in SalesLink to control our opportunities.. Currently there is no Estimated close date field in iQuote so when creating a quote from the source of a lead there is no way to establish this field in iQuote. This will save the extra step of going back to the opportunity to complete this field - and there is no prompt to do so..

  • Darren McAllister
  • Nov 11 2019
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