CloudLink Ideas Portal

Batch Leads Enhancement - Product details.

When generating batch leads (campaign based), we are unable to select a PSE type (Category). The SN and make are also blank under the product details. Wondering if we can add functionality to pull SN, make, and category from the target equipment upload to then display in the product details. ​

  • Brett Heimerdinger
  • May 15 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 day of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Streamlining the lead entry process

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  • Admin
    David Vuong commented
    22 May 14:54

    Great idea, Brett! I'd love to see this happen once more dealers vote on this.



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