CloudLink Ideas Portal

3 Vote

Modify Estimated Close date - on reps opportunity list

Currently we can modify the "Est. Delivery date" of the opportunity when viewing the entire representatives list of opportunities. This is initiated by an "Edit ALL" button at the top right side of the list. We would also like to adjust the estima...

Created 24 Sep 02:57 by Darren McAllister

SalesLink / New Functionality

0 Needs more votes
3 Vote

AR report needs 'All Divisons' option in executive - the same as how it works in the rep system

Currently the AR report in executive provides the information by the selected division and doesn't allow for a total for the Customer. We are trying to drive the business to Saleslink for Customer AR information, this is proving a limitation.

Created 24 Jul 03:25 by Greg Chard

SalesLink / User Experience and Useability

1 Already exists
3 Vote

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

It would be helpful to have a button on the AR screen for a Customer that when clicked automatically creates a Customer issue with the relevant fields populated.

Created 05 Mar 06:27 by Greg Chard

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Can we adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity. Right now if a sales rep quotes a rental machine the opportunity shows ...

Created 12 Apr 18:30 by Lori Ciccarelli

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

Add more categories to Warranty Type

Reason for the request is the CAM/PSSR sees the category when they are reviewing the expiring warranty which tells them what is expiring. That way they know if it’s standard warranty that is expiring and they can add ESC, if extended is the warran...

Created 19 Mar 13:24 by Michael Doughty

SalesLink / Dealer Idea

1
2 Vote

CI-Advansys CAT PSE's tied to the Additional Source campaign.

The CAT PSE leads are tied to the campaign source (CAT PSE Lead). One of the PSE Lead types is (CI-Advansys) which is tied to the (CAT PSE Lead) campaign. Can just this type of PSE be tied to an Additional Source campaign automatically? If so I wo...

Created 25 Feb 15:06 by Brian Sailers

SalesLink / Dealer Idea

1
2 Vote

Add parts and service lead from customers equipment list

When in the customers machine list have the ability to select a machine serial number and add a parts and service opportunity and the serial number and customers details are populated

Created 15 Feb 07:06 by Craig Pilcher

SalesLink / Dealer Idea

0
2 Vote

Send a copy of any 'Note' that is created to the originator

This will help the Rep be aware of all communications that are taking place on his quotes/orders.

Created 20 Jan 14:00 by Deborah Styring

SalesLink / Dealer Idea

2 Already exists
3 Vote

Multi Influencer Activities

We have Rep PAR's set at the Influencer however, this requires a Rep to create separate activities against each influencer to satisfy their coverage reports. We propose modifying the Activity form to allow Reps to nominate multiple Influencers aga...

Created 23 Aug 05:36 by Mark Courtenay

SalesLink / Dealer Idea

0 Needs more votes
2 Vote

Capturing Competitors Trade-in price in an opportunity and lost sale

Need to have the ability to capture the competitors trading value with-in the opportunity and in the lost deal as that could be the reason for losing the deal

Created 07 Dec 01:12 by Craig Pilcher

SalesLink / Dealer Idea

3 Needs more votes

CloudLink Ideas Portal

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Modify Estimated Close date - on reps opportunity list

AR report needs 'All Divisons' option in executive - the same as how it works in the rep system

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Add more categories to Warranty Type

CI-Advansys CAT PSE's tied to the Additional Source campaign.

Add parts and service lead from customers equipment list

Send a copy of any 'Note' that is created to the originator

Multi Influencer Activities

Capturing Competitors Trade-in price in an opportunity and lost sale

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Modify Estimated Close date - on reps opportunity list

AR report needs 'All Divisons' option in executive - the same as how it works in the rep system

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Add more categories to Warranty Type

CI-Advansys CAT PSE's tied to the Additional Source campaign.

Add parts and service lead from customers equipment list

Send a copy of any 'Note' that is created to the originator

Multi Influencer Activities

Capturing Competitors Trade-in price in an opportunity and lost sale

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support