CloudLink Ideas Portal

Campaign assignment flexibility for leads our of CMP and from ZIFT. Perhaps create a secondary source field?

Couple of issues:

CMP - Leads are locked down to a source and cannot be changed in order to assign to a campaign. We are using the campaign functionality to try and track leads/opps generated out of completing the Cat Inspect App inspection. These come into CMP automatically, are turned into a Case but are locked to our Condition Monitoring source. We need a way to continue to track the lead came from Cond. Monitoring, but also tie it to a campaign.

ZIFT

Currently, ZIFT leads that come in do not have Campaign Response in the drop down option so they cannot be tied to a Campaign. Perhaps having a secondary source that can be tied to Campaign Response would be the best way to handle? 

  • Mike Love
  • Apr 5 2019
  • Already exists
  • Attach files


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