CloudLink Ideas Portal

Close multiple old quotes out as NO DEAL in Mass.

Have the ability to close multiple quotes as NO DEAL in Mass.

  • Janet Colley
  • Apr 3 2024
  • Needs more votes
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? Some people (2-4)
What problem is your idea trying to solve?

Save time and clicks on the keyboard.

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  • Janet Colley commented
    July 16, 2024 15:15

    We recently had a rep leave the company and he has over 1500 open quotes that need to be closed out. There needs to be a way to close out dead quotes in mass. Closing them one-by-one is extremely tedious and it takes a whole lot of time to do it!



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