CloudLink Ideas Portal

3 Vote

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

It would be helpful to have a button on the AR screen for a Customer that when clicked automatically creates a Customer issue with the relevant fields populated.

Created 05 Mar 06:27 by Greg Chard

SalesLink / New Functionality / User Experience and Useability

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
3 Vote

Par Percentage - Add all filters and Zero Pars like Customer Coverage

When managers view the Par percentage for there reps they do not see any accounts that are marked with a "0" par. This is an issue since this report is used to help managers review Par values on accounts. Currently this view is in the Sales Rep vi...

Created 28 Sep 12:40 by Rebecca Zanfardino

SalesLink

0 Needs more votes
1 Vote

Reconnect Catrentalstore.com leads to Saleslink

Back in the day Catrentalstore.com Leads were automatically sent and entered as a lead in Saleslink. When Cat decided to do away with Zift Solutions, the connection had to be dropped. But now there is a new Catrentalstore.com and it seems like a c...

Created 31 Mar 15:46 by Sarah Cenedella

SalesLink

0 Needs more votes
3 Vote

Multi Influencer Activities

We have Rep PAR's set at the Influencer however, this requires a Rep to create separate activities against each influencer to satisfy their coverage reports. We propose modifying the Activity form to allow Reps to nominate multiple Influencers aga...

Created 23 Aug 05:36 by Mark Courtenay

SalesLink / Dealer Idea

0 Needs more votes
2 Vote

Capturing Competitors Trade-in price in an opportunity and lost sale

Need to have the ability to capture the competitors trading value with-in the opportunity and in the lost deal as that could be the reason for losing the deal

Created 07 Dec 01:12 by Craig Pilcher

SalesLink / Dealer Idea

3 Needs more votes
3 Vote

Create a link to the transactional survey from within the Issue Details screen

See attached word document

Created 17 Aug 04:44 by Paul Meyer

SalesLink / Dealer Idea

0 Needs more votes
2 Vote

Show Opportunity Attachments in order by date saved with latest uploaded attachments at the top.

Users are reporting that previously, in the older SalesLink, the attachments tab on Opportunities sorted the uploaded attachments with the most recent uploads at the top of the list.(See attached screenshot.) In the current SalesLink, it appears t...

Created 28 Nov 17:54 by Jim Ellis

SalesLink / Dealer Idea

0 Needs more votes
3 Vote

Add Model field to Service leads

Can we please add "Model" to the options when adding a service lead. Currently the fields open to fill are Category, Estimated Revenue, Serial Number, & Make. We would like to add the additional field of Model to that list.

Created 25 Jun 18:35 by Matt Albanese

SalesLink

2 Needs more votes
1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

0 Needs more votes

CloudLink Ideas Portal

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Button to automatically create an issue (Invoice Type) on the Customer AR Screen

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.

Par Percentage - Add all filters and Zero Pars like Customer Coverage

Reconnect Catrentalstore.com leads to Saleslink

Multi Influencer Activities

Capturing Competitors Trade-in price in an opportunity and lost sale

Create a link to the transactional survey from within the Issue Details screen

Show Opportunity Attachments in order by date saved with latest uploaded attachments at the top.

Add Model field to Service leads

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

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

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

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.

Par Percentage - Add all filters and Zero Pars like Customer Coverage

Reconnect Catrentalstore.com leads to Saleslink

Multi Influencer Activities

Capturing Competitors Trade-in price in an opportunity and lost sale

Create a link to the transactional survey from within the Issue Details screen

Show Opportunity Attachments in order by date saved with latest uploaded attachments at the top.

Add Model field to Service leads

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

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