CloudLink Ideas Portal

Tying multiple work orders to a lead OR customizing the $ amount different than that of the WO

When we go to tie a work order to a closed won lead, we are not able to enter a dollar amount that is different than what the work order shows. This is an issue because sometimes we have the work split between multiple work orders. We cannot tie multiple work orders to a lead, and we also cannot change the dollar amount to be different than what the work order shows.

  • McKinsey Frederick
  • Jan 29 2025
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

A solution to this would be to allow us tie multiple work orders to a lead or to fix how the dollar amount automatically updates.

  • Attach files
      Drop here to upload


    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