CloudLink Ideas Portal

Non-DBS Activities Transfer to Prospect Account Activities

Activities connected to Non DBS Leads transfer to show under the activties tab if that Non DBS lead customer turns into a Prospect account

  • Sarah Cenedella
  • Oct 24 2022
  • Needs more votes
How often would this idea be used? Monthly
How much time would you save when the idea is implemented? It would save minutes 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?

True visibility of Sales Rep Activity on a new customer.

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