CloudLink Ideas Portal

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

  • Erica Gladden
  • Mar 11 2022
  • Needs more votes
How often would this idea be used? Annually
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Initial data clean-up and beyond. It will also let Marketing focus on current relevant data. It will keep the lead/opp clean so Sales Reps can focus on current leads.

  • Attach files


If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support