CloudLink Ideas Portal

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
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
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
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
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
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
3 Vote

PAR by Influencer Transfers

Looking for a configuration or management area in SalesLink Exec that would enable the ability to Transfer PARs at the Influencer level to a new sales rep. PAR values are determined by management and not likely to change if a new sales rep is assi...

Created 07 Aug 21:02 by Jayme James

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
1 Vote

Non-DBS Activities Transfer to Prospect Account Activities

Activities connected to Non DBS Leads transfer to show under the activties tab if that Non DBS lead customer turns into a Prospect account

Created 24 Oct 20:58 by Sarah Cenedella

SalesLink / New Functionality

0 Needs more votes
1 Vote

Include attachments in Territory Rentals hyperlink on SalesLink landing page

Territory Managers, Inside Sales Reps and Outside Rental Reps rent standalone attachments. As of today, they're excluded from the Territory Rentals page in SalesLink. Including attachments in this view would give the rep a full summary of their ac...

Created 16 May 14:19 by Corbin Buchholz

SalesLink / New Functionality

0 Needs more votes

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