CloudLink Ideas Portal

Gatekeepers should have the power to be able to remove divisions from prospect accounts

Gatekeepers should have the power to be able to remove divisions from prospect accounts.  Often our reps add a division to a prospect account by accident, then when it's time to merge prospect accounts to DBS accounts we cannot until we put in a ticket and uptake removes the extra division (which can take days).  We do not want to add extra unnecessary divisions to an account just to merge a SalesLink prospect to a DBS account.  Giving Gatekeepers the option to remove divisions from prospect accounts would save us and uptake time.

  • Rebecca Zanfardino
  • Sep 3 2019
  • Already exists
  • Attach files
  • Court Laslop commented
    September 26, 2022 18:10

    Hi Rebecca,

    The gatekeeper does have the power to edit the request before pushing to DBS, which includes the ability to adjust divisions.



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