CloudLink Ideas Portal

Bulk assign leads by customer county and zip code

To be able to filter by customer county and zip code in the "Manage - Opportunity, Activity and Issue Status scree

  • Stephen Cavanagh
  • Feb 13 2025
  • 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?

When campaigns result in a significant number of leads that have no PSSRs assigned, the dealership currently manuially assigns these leads leading to significant work. The ability to filter by Customer County and bulk assign would significantly improve productivity.

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