CloudLink Ideas Portal

1 Vote

Ability to filter won opportunities by newest to oldest taking into account both year and month

Ability to filter won opportunities by newest to oldest taking into account both year and month

Created 15 Feb 08:13 by Craig Pilcher

SalesLink / Dealer Idea

0
1 Vote

Ability to add more than one owner to a campaign

When creating a new campaign would be good to have the ability to add more than one owner if campaign is to run over different regions/states

Created 15 Feb 07:52 by Craig Pilcher

SalesLink / Dealer Idea

0
1 Vote

Sales Mgmt - Lead and Opp Performance - team view addition (collapsible)

Please consider adding sales reps in the far left column then nesting the sources under each rep. If this can be done be sure allow the nesting to be collapsed showing only reps and their closure rates as a whole REP/Source No Lead No Deal Lost Wo...

Created 29 Jan 18:45 by Paul Phillips

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Add preferred contact method to influencer's

In the Influencers area we populate various contact methods including Mobile, email etc. To help identify how our customers prefer to be contacted it would be helpful to have a preferred method of contact to assist with email campaigns. To flag th...

Created 21 Jan 01:11 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

CIM - Updating the issues notification and alert emails to clarify expectations

The current email messages for issues don't inform the recipient of expectations. We have clear standards around issue resolution that need to be met and are driving for Saleslink to be the single tool for customer issues management. The opportuni...

Created 20 Jan 23:31 by Greg Chard

SalesLink / Dealer Idea

2
1 Vote

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

Need a configuration that allows the indicated payment terms on a quote (Sale vs RPO or Cash vs Finance vs RPO) to be visible on the quote list in iQuote and the pipeline opportunity lists in Sales Link. To further utilize these lists, we'd like t...

Created 19 Jan 21:49 by Kelly Kotara

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Add a time stamp for a new lead added in Saleslink and another time stamp when the first action takes place

No description provided

Created 07 Dec 19:39 by Lori Ciccarelli

SalesLink / Dealer Idea

0
1 Vote

Lead Campaign Auto Adjudication

I would like to investigate inbound leads and if they can be auto assigned to specific Campaigns based on language depicted within the lead description. In an effort to segregate specific leads to monitor successes of each as its own campaign, I a...

Created 17 Nov 13:15 by Brad Grove

SalesLink / Dealer Idea

0
1 Vote

Add Export feature for Credit Notes

We would like the option to export all customer credit notes to Excel. Export all notes for all customers to Excel

Created 13 Nov 18:44 by Lori Ciccarelli

SalesLink / Dealer Idea

0
1 Vote

Create some Post APIs such as CreateOpportunity or AddCustomerCallNotes for programmatic use

This would allow more automations to create data in Cloudlink/Saleslink via interfaces from other systems.

Created 10 Nov 14:45 by ramsay allan

SalesLink / Dealer Idea

0

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