CloudLink Ideas Portal

Need a way to vet "won" leads/opportunities for product support - VERY manual process currently

Would like to see a way to vet leads/opportunities that are marked "won". If there is a lead or opportunity that is tied to a quote, did the quote get turned to a work order? Has the "won" opportunity been invoiced? This is important when trying to track, monitor and compensate on leads/opportunities/campaigns. This is a VERY manual process after the fact to see IF there was a work order created and IF that has been invoiced yet.

  • Paul Phillips
  • Jul 6 2020
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