SalesLink - Executive: Delete PSE Leads

New deletion logic for Prioritized Service Event (PSE) Leads has been added to SalesLink - Executive! Check out the following demo video for an overview of this feature.

This optional new restriction forces users to change a Lead’s Stage to “No Lead” and select a reason for the change before that Lead can be deleted. This ensures that the reasoning behind a Lead’s deletion is always captured before it occurs. The same logic applies to PSE Opportunities, which must be in the “No Deal” stage prior to deletion.

If you would like to enable or disable this new logic, you can do so via the “PSE Opportunity Delete” configuration key in CloudLink Console.