CloudLink Ideas Portal

Automatically add products for campaigns batch leads

In campaigns, when using batch leads under product tab for known products, add product details automatically to the lead.

This will help to add leads for a batch list of products such as CVA renewals in only few clicks and will save significant time for data entry.

  • Alex Esi
  • May 22 2020
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  • Hector Catre commented
    June 08, 2020 14:25

    Hi Alex,

    In reviewing your idea, I've been asked to ask you a couple of questions.

    Do you mean use the Target Equipment tab to populate the serial number , etc, when creating batch leads?

    What do you expect to be able to do if there are 2 pieces equipment for 1 customer? Would this be then 2 leads?

    Thanks,
    H



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