CloudLink Ideas Portal

Associate a UCC record with a lost quote.

Background

UCCs count as a loss. So too do quotes in "Lost" status. As a result, losses are double-counted.

Solution

Sales reps and sales managers who use iQuote and SalesLink can now associate a closed quote with a UCC record.

  • David Vuong
  • May 9 2024
  • Needs more votes
  • Attach files


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