CloudLink Ideas Portal

3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

0 Needs more votes
5 Vote

Create some sort of notification/alert when Lead marked No Lead but no Actvity in lastXX days

We want to make sure that our reps are doing their due dilligence on marketing generated leads and not just automatically marking them NO LEAD because they might think they know what the customer wants without asking. For example - we want reps to...

Created 07 Apr 20:12 by Greg DeWalt

SalesLink / Dealer Idea

0
3 Vote

Need UCID Extra Detail field to be searchable and referenced in Advanced Search reporting

We need to be able to search by UCID and have the UCID listed in Advanced Search reports such as the Account List.

Created 26 Apr 22:51 by Court Laslop

SalesLink / API, Data or Reporting

0 Needs more votes
5 Vote

Display Lost Sales Comment field when exporting the data

Many times our reps will document comments about the lost deal without putting deal specific details in the appropriate fields. We would like to have visibility to these notes collectively so we can address them with the lost sales record creator ...

Created 27 Mar 19:26 by Wendy Spalding

SalesLink / Dealer Idea

0
4 Vote

Aggregate customer divisional info into a single line view

Like many other Dealers, Hastings Deering uses the traditional equipment divisions structure within customer views in SalesLink however, this restricts our holistic view of many customer reports and as a result Reps & their managers can not ea...

Created 06 Oct 23:18 by Mark Courtenay

SalesLink / Dealer Idea

0
4 Vote

Field Service First Arrival Date

Add a new field to ServiceLink for Estimated FIRST ARRIVAL date to ServiceLink. Calculating the percentage of time a dealer meets their first arrival target is a new metric for Service Excellence 2020. We need a location to enter this date on a fi...

Created 04 Sep 21:30 by Joe Swayne

SalesLink / Dealer Idea

1
4 Vote

Create a Lead Flow Dashboard in SalesLink

Currently we are measuring sales reps lead flow through SalesLink, in order to do this we had to create a dashboard in Tableau that is only updated once a month. It would be very helpful if the same dashboard was created in SalesLink that would be...

Created 10 Aug 15:33 by Mandy Turnbaugh

SalesLink / Dealer Idea

0
4 Vote

Last Updated Indicator for account and influencer information on general information screen

We are driving our frontline people and call centres to make sure that they are verifying the Customers contact details regularly (Big gap for us currently). At the moment its a bit clunky for users to go through the requests to identify when a re...

Created 16 Jul 21:58 by Greg Chard

SalesLink / Dealer Idea

2 Needs more votes
4 Vote

Ability to notify other users via CC list when creating activity

You can currently only CC yourself when you create an activity. If a rep is helping the credit department collect on an account, they have to create an activity, then go and send the credit department and email with what they just did. I would be ...

Created 06 Jul 16:36 by Mike Love

SalesLink / Dealer Idea

0
5 Vote

Gatekeeper function - Separate Cash sale and credit account requests

The management of credit and cash sale accounts is managed by different teams. It would be beneficial if these requests could be separated out and assigned to different groups in the gatekeeper function. Thanks.

Created 07 Nov 22:40 by Greg Chard

SalesLink / New Functionality / User Experience and Useability

1 Needs more votes

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