CloudLink Ideas Portal

3 Vote

Create a link to the transactional survey from within the Issue Details screen

See attached word document

Created 17 Aug 04:44 by Paul Meyer

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Visibility of User logged into SalesLink

Our IT department would like the name of the user signed into SalesLink to show in the upper right (or left) corner of the screen. They logged into accounts for us and have a hard time telling if they have logged into the new account or if their i...

Created 26 Oct 18:43 by Melissa Jarvis White

SalesLink / Dealer Idea

0
2 Vote

Disable reminder emails for NON-Urgent leads

We would like the ability to disable the reminder emails for "NON-Urgent" leads. During a campaign our sales reps are inundated with numerous emails (on a daily basis), which causes frustration. Being able to disable reminder emails for NON-Urgent...

Created 26 Oct 12:48 by Melissa Jarvis White

SalesLink / Dealer Idea

0
2 Vote

Flagged for Deletion needs to be more apparent

The flagged for deletion insignia needs to be more clearly identifiable. Users will bypass this information because it is tucked within the billing address. I suggest changing the color of the Customer name to Red, or to make the "Flagged for Dele...

Created 26 Aug 20:18 by Brad Grove

SalesLink / Dealer Idea

0
2 Vote

When showing list of results from any search, showing a Blue dot/marker alongside "marked for Deletion" customers.

Currently marked for deletion customers are only identified in the customer Info screen. It would be helpful to show them as Marked for deletion in the Results view. Either a new column to show a blue dot, or some other identifier. In the attached...

Created 15 Jul 00:29 by Darren McAllister

SalesLink / Dealer Idea

0
2 Vote

Multiple batch uploads for one campaign

We would like the ability to do multiple batch uploads to a single campaign. Right now we have to create a new campaign for each batch upload that we do, even though it is part of the same campaign.

Created 29 Jun 16:43 by Melissa Jarvis White

SalesLink / Dealer Idea

1 Already exists
2 Vote

Ability to Select Multiple Divisions in Customer Segmentation Screen

For dealers that utilize multiple divisions at their dealerships this gives the ability to view total information for each customer

Created 03 Apr 20:55 by Craig Banyard

SalesLink / Dealer Idea

2 Needs more votes
1 Vote

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

for Issues in SalesLink, add the ability to Include the "Description" of the "Issue" to be included in the Outstanding Leads List/Report Excel Export function. (see screenshot).

Created 31 Oct 19:38 by Ryan Stevenson

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Non-DBS Activities Transfer to Prospect Account Activities

Activities connected to Non DBS Leads transfer to show under the activties tab if that Non DBS lead customer turns into a Prospect account

Created 24 Oct 20:58 by Sarah Cenedella

SalesLink / New Functionality

0 Needs more votes

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