CloudLink Ideas Portal

2 Vote

No deal a quote in iQuote via a SalesLink opportunity

It is currently not possible to no deal an opportunity with an attached quote. This makes it costly and frustrating for our customers to work with SalesLink. Instead, when attempting to no deal an opportunity with a quote, the same fields required...

Created 16 Sep 20:44 by David Vuong

SalesLink / User Experience and Useability

0 Needs more votes
1 Vote

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

No description provided

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

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

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

Categorize reason codes by prime vs PSE for no lead, lost & no deal

We currently have a list of reason codes for both prime & PSE leads from CAT for No Lead, Lost & No Deal. Our users see the entire list regardless of the opportunity type. It would be ideal if when we create the reason code we can link it ...

Created 07 Apr 13:26 by Jessica Mayher

SalesLink / API, Data or Reporting / User Experience and Useability

0 Needs more votes

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