CloudLink Ideas Portal

Auto add an activity when a quote is created in PSQ

When a sales rep changes the status on a quote to submitted in PSQ, we would like the system to auto-add an activity to the customer similar to how iQuote auto-adds activities

  • Jessica Mayher
  • Mar 3 2022
How often would this idea be used? Daily
How much time would you save when the idea is implemented? We cannot operate without it
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

Unnecessary data entry

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