CloudLink Ideas Portal

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
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

Open Activities Screen Enhancements

I would like to set a default for the open activities page so that when I open it, it goes to the preset default filters.

Created 16 Apr 12:54 by Deleted User

SalesLink Flex / Dealer Idea

1 Will not implement

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