CloudLink Ideas Portal

Dodge Integration - Indicate when an opportunity has been created

We would like the Dodge reports to indicate once an opportunity/lead has already been created. When we create an opportunity for a project and then return to the Dodge report list, the create Opportunity button is still available. This makes it appear that there isn't a pre-existing opportunity. Is there any way to make an indication that an opportunity already exists? Is there anyway to allow us to have a quick link back to the created opportunity as well?

  • Jessica Mayher
  • Mar 27 2020
  • Attach files


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