CloudLink Ideas Portal

Add Machine to Prospect's Equipment List from a Lost Opportunity / Quote

Allow Dealers to automatically record a competitive machine record for a Prospect from a lost sale/opportunity. This could be a configuration key allowing dealers to choose if they wish to allow or not.

  • Mark Courtenay
  • Nov 19 2024
  • 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 a week of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Accurate customer fleet records

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