CloudLink Ideas Portal

A user in the Manage - Opportunity Activity and Issue Status page will be able to filter the list of opportunities using the additional criteria:

1. Source Group

2. Source

3. Campaign

4. Assigned to

5. Lead/Opportunity Status

In this view, the user will additionally be able to bulk change all of the above criteria.

When changing a lead to No Lead status the following conditions apply:
The user is also able to bulk change the Reason and Comment field of leads when setting the Lead/Opportunity status to No Lead or No Deal, and
Bulk changes respect the optionality configuration (whether the field is required) of the Reason and Comment fields when the status is set to No Lead or No Deal.