CloudLink Ideas Portal

Notifications for new leads

Problem

When a new lead is assigned to a rep, it is imperative that the rep address that lead ASAP. Currently, the only way the rep is notified is via email which can get lost among lots of other email notifications for unimportant matters.

Solution

Given a sales rep has SalesLink Flex on their mobile phone

When a sales rep has a new lead assigned to them

Then they receive a notification with some brief informing them that they have a new lead assigned

  • David Vuong
  • Apr 16 2025
  • Planned - to be scheduled
What problem is your idea trying to solve?

When a new lead is assigned to a rep, it is imperative that the rep address that lead ASAP. Currently, the only way the rep is notified is via email which can get lost among lots of other email notifications for unimportant matters.

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