CloudLink Ideas Portal

4 Vote

Allow for additional owner types when batch creating activities

Date of Request: Septempber 1, 2023 Company requesting Wagner Contact at company requesting Ashley Gross Timing of ask for this to be useful to the company As soon as it is useful we can adopt it within our process Products impacted SalesLink What...

Created 28 Sep 14:06 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

1 Already exists
9 Vote

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Regional managers want to approve/reject account assignment and de-assignment requests before they are submitted to a Gatekeeper for processing in DBS. Today these requests are pushed straight to the Gatekeeper whereby the Gatekeeper sends a scree...

Created 30 Jul 14:03 by Wendy Spalding

SalesLink / Dealer Idea

0 Needs more votes
13 Vote

Expiring Warranties - better visibility/mapping if multiple warranties open

Current issue is that a rep will contact a customer based on the 'Expiring Warranty' functionality in SL - however, there could still be an extended warranty open. There needs to be visibility or a better work flow around this process to avoid con...

Created 02 Feb 17:32 by Kari Cannaday

SalesLink / API, Data or Reporting

0 Needs more votes
6 Vote

Add PAR Percentage Report to SalesLink Flex

We would like the PAR Percentage report that is available in Saleslink Executive to be available for Saleslink Sales Rep App

Created 28 Sep 22:37 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

10 Planned - to be scheduled
6 Vote

Gatekeeper - Management of Parent/Child requests

Fully enable the management of Parent/Child accounts in Gatekeeper through semi-automatic functionality. Assign/Deassign child accounts and push request to DBS

Created 27 Aug 20:17 by Erica Gladden

SalesLink / Dealer Idea / Integrations / New Functionality

1 Needs more votes
7 Vote

Expiring Warranty Report Use expiring date or SMU which ever comes first

Currently the expiring warranty report is only generated by the date but would be nice if it also used the expiring SMU

Created 10 Dec 07:35 by Craig Pilcher

SalesLink / Dealer Idea

1
5 Vote

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

Created 11 Mar 13:23 by Erica Gladden

SalesLink / New Functionality

0 Needs more votes
7 Vote

Automatically add products for campaigns batch leads

In campaigns, when using batch leads under product tab for known products, add product details automatically to the lead. This will help to add leads for a batch list of products such as CVA renewals in only few clicks and will save significant ti...

Created 22 May 04:21 by Alex Esi

SalesLink / Dealer Idea

1
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes
7 Vote

Option to make family and base models mandatory in opportunity records

Users are not forced to complete Family and Base model information when adding leads and opportunities. This data is important in managing new and used opportunities, and the reporting of what is being sort after in the market.

Created 23 Jan 00:14 by Darren McAllister

SalesLink / Dealer Idea

2 Needs more votes

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