CloudLink Ideas Portal

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit SLSLNK-I-513 Need option to mass-change leads/opps to other stages in SalesLink.

Ability to perform Mass Edits to the Opportunities List Merged

Edit Opportunities - be able to group opportunities.

ie. Have a tick box next to individual Opportunities and tick to group

Edit Opportunities - Add additional filters
- Serial Number (using search)
- Customer (using search)
- Est Close Date (from - to)
- Stock Number
- Source

Edit Opportunities - Add (and have the ability to edit) Est Month Close and Est Year Close to results

Edit Opportunities - Ability to edit sales stage to Won, No Deal or Lost (with a Comment picklist)

  • Raymond Daunt
  • Dec 3 2024
How often would this idea be used? Daily
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?

We are endeavoring to utilize the application to increase productively for the Team and reduce the roadblocks in managing data in Saleslink.



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