CloudLink Ideas Portal

2 Vote

Allow lead stage to be changed even if there is no product entered on the lead

When you create a campaign and create batch leads in saleslink there is no opportunity to put a product onto that lead. In Saleslink Flex if there is not a product it will not let you change the stage of the lead from "Lead" to No Lead or to an Op...

Created 23 Jun 19:27 by Greg DeWalt

SalesLink Flex / Dealer Idea

0
3 Vote

Route planning

Add a mapping function that allows us to use sales link to plan and map a day in our territory as a territory rep. Able to see job sites and connected assets around you Having the ability to see all our clients on a map and then to be able to map ...

Created 16 Apr 13:20 by Deleted User

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Adding Activity smarts

Some functionality in Flex does not respond to adding activity as smart as previous mobile did. When searching the search feature use to narrow down the list based on searched letters, now you need to click search (an extra step). Selection custom...

Created 11 Sep 01:11 by Darren McAllister

SalesLink Flex / Dealer Idea

0
2 Vote

Allow rep to click/call from the lead/opportunity from "phone" field.

Pushed Flex out to our reps and immediately got this request back, which is a good one. If we're using the native functionality of the phone, we should try and enable it everywhere.

Created 26 Aug 12:16 by Mike Love

SalesLink Flex / Dealer Idea

0
1 Vote

Activity Default

An example where rep is trying to schedule an activity. When you create a new activity the status defaults to "completed", whereas it should default to "outstanding" so that salesmen can schedule forward-looking meeting and better manage their cal...

Created 22 Apr 23:15 by Court Laslop

SalesLink Flex / Dealer Idea

1 Already exists
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

Adding Notes - Lead vs Activity

Adding notes to a lead is trickier than notes to an activity (added step? Click the note to open add a note) . Adding a note should be consistent across the platform. Currently, it is two different ways

Created 30 Jun 21:14 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Enhancements /Connectivity Opportunities around quote management

Are there any opportunities/enhancements with connecting the mobile app to iQuote /PSQ applications. Currently it is not recommended to change a quote status in the app.

Created 30 Jun 15:37 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Mirror "Email Me" function on Activities - same as desktop

No description provided

Created 28 Jun 21:04 by Erica Gladden

SalesLink Flex / Dealer Idea

1
1 Vote

Allow PSSR to update Revenue dollars on 'Service' opps if no PSQ quote exists.

No description provided

Created 20 Jan 14:02 by Deborah Styring

SalesLink Flex / Dealer Idea

0

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