CloudLink Ideas Portal

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

  • Dayton Robson
  • May 30 2023
How often would this idea be used? Weekly
How much time would you save when the idea is implemented? It would save a week 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?

The system defaults to Unknown or the user has the ability to select Unknown, if the button is not visible it will make the user select a role.

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  • Sarah Cenedella commented
    June 02, 2023 17:44

    We actually use the unknown for campaigns where someone in a support role to the MSR or PSSR are responsible for the lead. It would actually be nice to select Assigned MSR or PSSR or select a single person for all the leads. But I need the Unknown option for these instances. Maybe Unknown could be an option and not the default.



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