CloudLink Ideas Portal

Saleslink: E-mail subject line for leads = Description field

So reps know more about the e-mail lead they've received it would be very helpful if the verbiage entered in the "Description:" field populated the e-mail subject line.

Instead of "New Lead" or "Opportunity Reminder" the subject line could have some relevant details in it like "Parts Only CVA Quote for Customer ABC"

  • David Henson
  • Mar 23 2021
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