CloudLink Ideas Portal

Add additional filter capability to the Lost Sales by UCC view.

We have the UCC module within Sales Link. The view mentioned above rolls up the UCCs by rep in a view, but it shows reps in the view that are not considered prime contacts for machine sales (In our case, type 2 and 3). Need to be able to filter on the reps you wish to see rolled up in this view.

  • Mike Love
  • Aug 3 2018
  • Needs more votes
  • Attach files


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