CloudLink Ideas Portal

8 Vote

Sales Link Mandatory fields in creating a lead is missing, inconsistent within the app

Definition: There is an inconsistency of the module when adding batch leads from a campaign in sales link. The mandatory fields when creating an opportunity / lead is not visible when creating batch leads linked to a campaign. Please refer to scre...

Created 23 Aug 23:19 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
9 Vote

Notify the originator of an issue when it is closed

To help with internal communication, allow for an automated email to be sent to an issue originator whenever an issue is closed - regardless of the outcome. That way the originator can confirm the resolution and follow-up if required.

Created 29 Sep 13:59 by Brent Christensen

SalesLink / New Functionality / SOW

0 Planned - to be scheduled
17 Vote

A way to batch activities that are not associated with a Campaign

Marketing would like to know how to batch activities that are not necessarily tied to a campaign. They do not want to have to create a campaign for some of the "one-offs" cases where they may have a group of activities that are not related to a sp...

Created 14 Mar 15:21 by Erica Gladden

SalesLink / New Functionality

1 Planned - to be scheduled
9 Vote

Drag/Drop Activities

The ability to drag/drop activities to different working days on a calendar view would make things easier for reps instead of having to go into the activity then edit and save.

Created 21 Jan 16:18 by Eric Bowers

SalesLink / New Functionality

0 Planned - to be scheduled
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
4 Vote

Allow for additional owner types when batch creating activities

Date of Request: Septempber 1, 2023 Company requesting Wagner Contact at company requesting Ashley Gross Timing of ask for this to be useful to the company As soon as it is useful we can adopt it within our process Products impacted SalesLink What...

Created 28 Sep 14:06 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

1 Already exists
5 Vote

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

Created 11 Mar 13:23 by Erica Gladden

SalesLink / New Functionality

0 Needs more votes
5 Vote

Have a file management module as a part of Saleslink.

Module gives Saleslink users the ability to quickly find CVA agreements, Data Governance Forms, Warranty Forms or any other document saved to a customer's account in Saleslink.

Created 02 Mar 20:47 by Larry Rosenberg

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

1 Needs more votes
5 Vote

Gatekeeper Mass Upload of PARs

When we mass upload a list of prospects, it only asks for the customer number, yet all the PAR values still require manual updates one-by-one. Is there anyway to add an additional column to the upload form pertaining to the PAR values? Manually as...

Created 17 Dec 22:26 by Justin VAhlborn

SalesLink / Dealer Idea / New Functionality

1 Needs more votes
4 Vote

Gatekeeper - Management of Parent/Child requests

Fully enable the management of Parent/Child accounts in Gatekeeper through semi-automatic functionality. Assign/Deassign child accounts and push request to DBS

Created 27 Aug 20:17 by Erica Gladden

SalesLink / Dealer Idea / Integrations / New Functionality

0 Needs more votes

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