CloudLink Ideas Portal

1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

for Issues in SalesLink, add the ability to Include the "Description" of the "Issue" to be included in the Outstanding Leads List/Report Excel Export function. (see screenshot).

Created 31 Oct 19:38 by Ryan Stevenson

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Improve details within email alert pertaining to opportunity changing stage

When email received with closed opportunity details for the customer like address and phone numbers are not required. Reason for the lost opportunity and comments are more crucial for business management with links to find customer location alread...

Created 25 Sep 06:26 by Darren McAllister

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Add a separate row for calling out Service Contract revenue rather than inside the Rental bucket

Currently revenue for service contracts is being shown in the Rent bucket in Sales Analysis, can we get this to show in a seperate row specific to Service Contracts? This is understood to be a code change/enhancement and should be prioritized behi...

Created 18 Apr 15:37 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Categorize reason codes by prime vs PSE for no lead, lost & no deal

We currently have a list of reason codes for both prime & PSE leads from CAT for No Lead, Lost & No Deal. Our users see the entire list regardless of the opportunity type. It would be ideal if when we create the reason code we can link it ...

Created 07 Apr 13:26 by Jessica Mayher

SalesLink / API, Data or Reporting / User Experience and Useability

0 Needs more votes
2 Vote

Advanced Search - Ability to create exception reports - ie Mailcodes

We have a need to identify Customers who have transacted, or are planning to transact with us (have open transactions or opportunities) who do not have specific mail codes assigned to an influencer.

Created 09 Nov 01:20 by Greg Chard

SalesLink / API, Data or Reporting / Integrations

0 Needs more votes
2 Vote

Adding a filter to Customer Coverage to remove child accounts

Adding a filter to the Customer coverage screen to be able to remove accounts that have a parent account assigned to them. We have only the parent company assigned a Par Value and the Child "0" par. We use this screen to monitor Customers Not cont...

Created 15 Aug 18:45 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Executive View - Advanced Search Add rep assigned to division selected when doing an Influencer List

In Executive view It would be beneficial to add the reps assigned to the divisions selected when doing an Influencer List. It would be a lot easier to remove lines then combine several different files together - to get this result currently I woul...

Created 17 Jul 15:37 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Add Delivery Location column to the Lost Sales Report

Every month we upload data to CAT and if we can add delivery location to the column that would save a LOT of data entry time

Created 22 Jul 19:56 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

2 Needs more votes
1 Vote

CAT Customer Solutions Quoter API connect to SalesLink

We would like to have the API for CAT Customer Solutions Quoter be linked to SalesLink (Currently it only linked to iMACS). We would like to have the API create an opportunity with the quote attached in SalesLink. Maybe also have the ability to on...

Created 01 Mar 20:46 by Jessica Mayher

SalesLink / API, Data or Reporting

0 Needs more votes

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