CloudLink Ideas Portal

1 Vote

Survey HUB - Add Survey Type field to Advanced Search Report

We would like to see the Survey Types (At Risk/Loyal/Vulnerable/No Answer) added to the Advance Search for customer satisfaction values. Currently you have to click on the link and open the customer record to be able to see the survey types. Manag...

Created 09 Apr 21:09 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Survey Hub - Add hyperlink for invoice number column

Ease of opening the invoice related to survey

Created 09 Apr 12:54 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Add geolocation functionality to Equipment List view in SalesLink

When viewing a customers account and viewing their equipment list we want to look into adding a geolocation link over to the right where WO, SL, PM, etc show up?

Created 27 Mar 18:20 by Tony Lucini

SalesLink / Dealer Idea

1 Already exists
1 Vote

Dodge Integration - Indicate when an opportunity has been created

We would like the Dodge reports to indicate once an opportunity/lead has already been created. When we create an opportunity for a project and then return to the Dodge report list, the create Opportunity button is still available. This makes it ap...

Created 27 Mar 15:16 by Jessica Mayher

SalesLink

0
1 Vote

Include link to quote worksheet in Docusign

When using the Docusign feature in iQuote, it would be beneficial to include a hard link of the worksheet so internal email recipients can easily access the worksheet prior to signing the document

Created 12 Mar 17:09 by Jessica Mayher

iQuote

1
1 Vote

File Viewer for SalesLink Flex

We can attach a file to an opportunity or lead but can't view any of the documents.We need to consider different file types.

Created 12 Mar 14:44 by Hector Catre

SalesLink Flex / Internal Idea

0
1 Vote

Need to change the drilldown screen from the Par Percentage main screen

When you go to Activities/PAR Percentage and then click on a Manager name you get that manager's list of reps...if you leave the date filter at Rolling 12 Months and click on a rep name it takes you to a list of that rep's customers and their PAR ...

Created 11 Mar 17:48 by Greg DeWalt

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Ability to email entire assigned sales rep team for an account from an activity

We are looking for a better way to communicate to a large group when an account is past due or Credit is sending out a demand lettter. I would be nice to be able to create an activity and select "Email Sales Team" when saved.

Created 09 Mar 15:14 by Mike Love

SalesLink / Dealer Idea

4 Already exists
1 Vote

View Reps Sales based Sales Rep Number

We need a separate page that shows Rep sales based on the actual sales they had a hand in via their Rep number. What we have now is sales report based on the accounts assigned to the rep which can be troublesome to get a clear view of what the sal...

Created 03 Mar 13:32 by Bryan Nelson

SalesLink

2
1 Vote

Compare Reports - Ability to add documents to a compare report

Often the representative will have supporting information regarding the compare report that needs to be captured. At the moment there is no way to capture documents against the Compare report.

Created 03 Mar 00:23 by Greg Chard

SalesLink / Dealer Idea

0 Needs more votes

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