CloudLink Ideas Portal

2 Vote

Possible to lock down Won quote status to specific roles (Admin or Power Users)

We're looking at ways to streamline our quote approval process and wondered if it's possible to remove the "Won" status from the Sales Reps role and give it only to Admins and Power Users). Is this possible?

Created 14 Jul 22:39 by michael groseclos

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Add Push to DBS feature in Gatekeeper when creating new customer

Navigate to Saleslink Exec on Ohiocat Sandbox Go to ZABER POOLS OF COLUMBUS INC (3095445) Added a new influencer and switched it to Separate Address as the address Indicator Edit the Influencer and change address indicator as Same as Cust Name. Go...

Created 29 Apr 22:14 by Jessica Mayher

SalesLink / New Functionality

0 Needs more votes
4 Vote

CIM - Ability to search Saleslink by Issue Number using the search bar

We often have people collaborating on issue resolutions and currently to get into a specific issue record you need to first search for a Customer and then the issue. It would speed up the process if we could search for an issue like we can an oppo...

Created 13 Mar 21:57 by Greg Chard

SalesLink / New Functionality

0 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

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
2 Vote

Customer Issue Management - Additional Point of Escalation

Is there any opportunity to add another escalation contact for “Issue Alert Recipients”? Currently, the CIM logic only allows one individual to be nominated for:• Manage – Issue Default Assignment – Individual whom the Customer Issue defaults to.•...

Created 25 Feb 22:46 by Court Laslop

SalesLink / New Functionality

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
4 Vote

Create a Task Option in SalesLink

Create a Task Option which would be a cross between an Issue and an Activity. One that can be assigned from one person to another that warrants action but is not at the urgent level of a issue.We would like the task notification to be emailed to b...

Created 11 Apr 20:48 by Mandy Turnbaugh

SalesLink / New Functionality

3 Needs more votes
3 Vote

Modify Estimated Close date - on reps opportunity list

Currently we can modify the "Est. Delivery date" of the opportunity when viewing the entire representatives list of opportunities. This is initiated by an "Edit ALL" button at the top right side of the list. We would also like to adjust the estima...

Created 24 Sep 02:57 by Darren McAllister

SalesLink / New Functionality

0 Needs more votes
2 Vote

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Can we adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity. Right now if a sales rep quotes a rental machine the opportunity shows ...

Created 12 Apr 18:30 by Lori Ciccarelli

SalesLink / Dealer Idea / New Functionality

0 Needs more votes

CloudLink Ideas Portal

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Possible to lock down Won quote status to specific roles (Admin or Power Users)

Add Push to DBS feature in Gatekeeper when creating new customer

CIM - Ability to search Saleslink by Issue Number using the search bar

PAR by Influencer Transfers

Improve Expiring Warranties Functionality

Customer Issue Management - Additional Point of Escalation

Drag/Drop Attachments

Create a Task Option in SalesLink

Modify Estimated Close date - on reps opportunity list

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Possible to lock down Won quote status to specific roles (Admin or Power Users)

Add Push to DBS feature in Gatekeeper when creating new customer

CIM - Ability to search Saleslink by Issue Number using the search bar

PAR by Influencer Transfers

Improve Expiring Warranties Functionality

Customer Issue Management - Additional Point of Escalation

Drag/Drop Attachments

Create a Task Option in SalesLink

Modify Estimated Close date - on reps opportunity list

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support