CloudLink Ideas Portal

Add a column (or filter) to the Reps Customers Not Contacted List to identify Parent/Child relationships

Since we have several Parent/Child relationships adding a column (or filter) to the Reps customers not contacted in both Executive View and Sales Rep view to identify them.  We use a par number on the parent company while the child company is 0 par.  Right now if reps want to get those child companies off their not contacted list that have to add extra activities.   We have several instances where one person/company is the owner/parent of several other companies (some due to tax exempt status) 

  • Rebecca Zanfardino
  • Feb 5 2020
  • Needs more votes
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