CloudLink Ideas Portal

9 Vote

Use Data Science to Auto Profile Customers

Equipment and Parts & Service Profiling for customers is currently a manual requirement of the rep. This has not been well maintained and although business rules are in place, it is open to rep interpretation. An alternative is to develop an a...

Created 22 Jul 18:58 by Peter Le Mare

SalesLink / API, Data or Reporting / New Functionality

7 Shipped
5 Vote

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

We have created some campaigns recently that pertain to our ISRs (not MSRs or PSSRs) and there is no way to auto-assign these leads through the batch process. Due to the large amount of customers that ISRs deal with, this means we are creating cam...

Created 14 Aug 17:48 by Deborah Styring

SalesLink / New Functionality / User Experience and Useability

1 Shipped
2 Vote

Admin Dashboard for Activity Main Purposes

Currently, a dealer needing Add or Edits to the list of Activity Main Purposes has to be managed through a ticket.

Created 22 Apr 16:06 by John Fennell

SalesLink / New Functionality

0 Shipped
2 Vote

Add Component Sub Group as an additional filter in the OLGA Alerts List screen

There is currently no way to filter at this level. You can filter at the component group level eg '4000 Drive Train' but we would like the additional option to be able to filter at the sub-group level eg '4150 Undercarriage'

Created 01 Jul 02:58 by Michael Green

SalesLink / API, Data or Reporting / New Functionality

1 Shipped
1 Vote

DMT Specific Activity Type and Main Purposes

We are looking to have the following added as an Activity Type: • DMT We would like the following added to the Activity Main Purposes: • DMT – Rent Request • DMT – Change PO • DMT – Rent Call Off • DMT – Service Request • DMT – Message • DMT – Tra...

Created 22 Apr 13:18 by Brett Heimerdinger

SalesLink / New Functionality

2 Shipped

CloudLink Ideas Portal

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Filter by category

Use Data Science to Auto Profile Customers

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

Admin Dashboard for Activity Main Purposes

Add Component Sub Group as an additional filter in the OLGA Alerts List screen

DMT Specific Activity Type and Main Purposes

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

Use Data Science to Auto Profile Customers

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

Admin Dashboard for Activity Main Purposes

Add Component Sub Group as an additional filter in the OLGA Alerts List screen

DMT Specific Activity Type and Main Purposes

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