CloudLink Ideas Portal

Add option to transfer prospects to a customer

Can we add the function to request to transfer a prospect to a customer in Flex?

  • Jessica Mayher
  • Apr 6 2020
  • Will not implement
SalesLink Flex
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  • Admin
    David Vuong commented
    October 12, 2023 16:20

    Upon further review of this compared with other priorities for SalesLink Flex, the other changes are better fit for the direction we want to take with this product. As such, we will not be adding this to our roadmap.

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