CloudLink Ideas Portal

9 Vote

Need option to mass-change leads/opps to other stages in SalesLink

SubjectNeed option to mass-change leads/opps to other stages in SalesLinkDescriptionCaterpillar has started sending us a unique PSE lead for EVERY machine ID, and this has dramatically increased the number of Leads our internal team has to manage....

Created 15 Mar 17:33 by Janet Perry

SalesLink / Integrations

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
3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

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

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