CloudLink Ideas Portal

2 Vote

Showing the Agreement Customer in SalesLink Flex

Definition: Sometimes names are missing from SalesLink Flex. This is because it is showing the equipment attached to the customer and the internal inventory customer name from DBS. It should display the agreement customer name if one is available....

Created 25 Aug 23:04 by Andreas Kanitz

SalesLink Flex / Dealer Idea

0
3 Vote

Recognise Inbound Calls & prompt an action

Currently users can make calls from Flex & be prompted to enter an activity at the end of the call however, inbound calls are not recognised unless the user has the contact recorded in their personal address book & there is no prompt to ad...

Created 07 Oct 02:14 by Mark Courtenay

SalesLink Flex / Dealer Idea

1 Will not implement
2 Vote

Sales activities are accessible via iCalendar

Integrate sales activities with other calendar solutions by allowing those solutions to subscribe to the activity calendar. This should work for typical office calendar systems such as Outlook, Apple, and Google Calendar. This will also work for L...

Created 27 Jun 02:21 by Rachel Whitelaw

SalesLink Flex / Dealer Idea

1 Needs more votes
2 Vote

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

This would benefit the user because currently they are not able to see any machine alerts from Condition Monitoring through SalesLink flex. If it was on the overview tab – then a rep could see any machine alerts for their fleet and discuss with th...

Created 24 Feb 15:22 by George Norton

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Item Of Interest Check Box missing on the Create Activity in Flex

When adding a new activity we need the "Item of Interest" box visible to mark if needed when creating the activity.

Created 12 Oct 20:19 by Lori Ciccarelli

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Rental Opportunity Classification and Duration Needs to be Added

Flex needs to work the same as desktop for this issue

Created 17 Sep 19:50 by Peter Le Mare

SalesLink Flex / Dealer Idea

0

CloudLink Ideas Portal

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Showing the Agreement Customer in SalesLink Flex

Recognise Inbound Calls & prompt an action

Sales activities are accessible via iCalendar

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

Lost Sales - iQuote

Item Of Interest Check Box missing on the Create Activity in Flex

Rental Opportunity Classification and Duration Needs to be Added

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

Showing the Agreement Customer in SalesLink Flex

Recognise Inbound Calls & prompt an action

Sales activities are accessible via iCalendar

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

Lost Sales - iQuote

Item Of Interest Check Box missing on the Create Activity in Flex

Rental Opportunity Classification and Duration Needs to be Added

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