CloudLink Ideas Portal

Sales Link Mandatory fields in creating a lead is missing, inconsistent within the app

Definition:

There is an inconsistency of the module when adding batch leads from a campaign in sales link. The mandatory fields when creating an opportunity / lead is not visible when creating batch leads linked to a campaign. Please refer to screen shots Mandatory Fields (Add Batch Leads) 1 & Mandatory Fields (Add Batch Leads) 2

Reasoning:

Mandatory fields missing when creating batch leads creates more work.


Workarounds:

Filling in the fields afterwards.


Impact and Scope:


  • Andreas Kanitz
  • Aug 23 2023
  • Needs more votes
  • 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