CloudLink Ideas Portal

Add Division Filter on Sales Rep View for Reps who cover more than one division

We have several reps that cover more than one division (ex:  C and B or C and R) but have different customer lists for each with different Par Values.  Right now when they go to their main screen, it combines these lists together.  We think a filter or drop down added on SalesLink-Sales Rep view so the Rep can switch the division and see only the "C" division if they want to for their customer lists and not contacted information.  This would be help with the frustration from them on not being able to easily see the information they need.

 

Please see attachment where:  

One of our reps has only 103 Construction (C division) Accounts but has 6,818 Business Development (B division) Accounts.  He needs a better way see them broken out.  Right now the only way he can see is by his Customer Coverage Page.

  • Rebecca Zanfardino
  • Jan 16 2019
  • Needs more votes
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