CloudLink Ideas Portal

Link Leads/Opportunities where same product or work has been created for a customer

We receive PSE leads from CAT and often the work that is proposed as part of the lead has already been identified by the PSSR and an Opportunity already exists.

Currently we call the CAT lead a no lead with no connection to the opportunity and therefore the leads from CAT are seen as missing the mark, whereas they are actually getting close. It would help the algorithms that CAT use to have a better method.

We would like to link the opportunities to these leads (or other opportunities) where the same work has been recognised or split delivery times on a large deal could be understood.

@PeterLeMare mentioned this during a case review meeting on 13/05/2021

  • Darren McAllister
  • May 12 2021
  • Needs more votes
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