CloudLink Ideas Portal

Add the ability complete a compare report from the app.

Currently prime product reps are able to add a lost sale from the TOUCH app. At Holt when a PSSR loses a sale we ask them to create a compare report, it would be very helpful if they were able to do so from their iPads or iPhones on the app. 

  • Mandy Turnbaugh
  • Mar 8 2018
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  • Craig Pilcher commented
    February 24, 2021 23:23

    Need this to be added to the flex app as well

  • Greg Chard commented
    January 27, 2020 21:44

    Hi Hector,
    Can you advise where I access / create a compare report in the flex app please.
    Thanks.

  • Wendy Spalding commented
    March 09, 2018 15:26

    Note: We use the COMPARE report to add a lost sale record for Product Support.  If this isn't the solution, then we need a true Lost Sales Template for a product support opportunity.



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