CloudLink Ideas Portal

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no change on this portion). CAT wants us to report only Parts revenue on the Parts and Service Lead so if we can have the Product Details only show Parts this will provide CAT with the proper dollars they want us to report

  • Lori Ciccarelli
  • Apr 28 2022
  • Needs more votes
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