CloudLink Ideas Portal

Batch leads campaign drop down on Salesperson Type

May I know if you could add additional salesperson type into the dropdown for batch campaign leads? Currently it's only MSR and PSSR.

  • Court Laslop
  • Jul 12 2022
  • Attach files
  • Stuart Bell commented
    September 11, 2024 02:38

    We require something similar. When trying to add batch activities for Power Systems Division (Division E) campaigns in our application we can not select the correct Rep type to assign the activity to. We require similar functionality to what we have when using our General Line Division, where we can select MSR or PSSR. The current configuration restricts the functional use of Campaigns for all divisions other than G Division.

  • Stuart Bell commented
    September 11, 2024 02:36

    We require something similar. When trying to add batch activities for Power Systems Division (Division E) campaigns in our application we can not select the correct Rep type to assign the activity to. We require similar functionality to what we have when using our General Line Division, where we can select MSR or PSSR. This limits the functional use of Campaigns for all divisions other than G Division.



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