CloudLink Ideas Portal

Add contact within activity similar to desktop version

Users cannot add a contact once they are in the add activity screen. They can only select contacts that are currently on the account when adding activities

  • Jessica Mayher
  • Jan 14 2020
  • Already exists
  • Attach files
  • Admin
    David Vuong commented
    October 02, 2023 20:38

    Today, you are able to add a new contact while you are in the middle of adding a new activity on SalesLink Flex.



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