CloudLink Ideas Portal

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

  • George Norton
  • Jul 26 2022
  • Needs more votes
PSQuoter / API, Data or Reporting
How often would this idea be used? Daily
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?

Currently may have similar source names used by different teams. We have ourganized sources by Source Groups but can't use these in iQuote.

Attachments Open full size
  • Attach files
  • Court Laslop commented
    December 16, 2022 20:38

    Hi George,

    Do you mean opportunity source group?

    Attachments Open full size

Related ideas



If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support