CloudLink Ideas Portal

2 Vote

Add Push to DBS feature in Gatekeeper when creating new customer

Navigate to Saleslink Exec on Ohiocat Sandbox Go to ZABER POOLS OF COLUMBUS INC (3095445) Added a new influencer and switched it to Separate Address as the address Indicator Edit the Influencer and change address indicator as Same as Cust Name. Go...

Created 29 Apr 22:14 by Jessica Mayher

SalesLink / New Functionality

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2 Vote

Machine & Attachment Configuration Notes

We have noticed the new added configuration notes section is not available on Attachments. The same function as Equipment Notes should be available for Attachments. Dealers use this info to record what GET is fitted to customers Buckets & Atta...

Created 27 Apr 22:58 by Mark Courtenay

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

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2 Vote

The Daniels Group Survey Leads

Leads for The Daniels Group surveys are not coded properly. When the survey indicates that there is a future need, Uptake set it up so that it creates a lead, but the lead is populated with no information (see attached screenshot). We need this to...

Created 27 Apr 22:50 by Michelle Trujillo

SalesLink / API, Data or Reporting

0 Needs more votes
4 Vote

Create OLGA button on the Equipment List within Saleslink

To get quick access to relevant OLGA alerts it would help to have an OLGA button on the equipment list. This would provide quick access to OLGA alerts similar to viewing workorders or SL's by serial number.

Created 20 Mar 04:02 by Greg Chard

SalesLink

0 Needs more votes
3 Vote

Add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

Please add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

Created 01 Oct 00:09 by Justin VAhlborn

SalesLink / Dealer Idea

0
4 Vote

CIM - Ability to search Saleslink by Issue Number using the search bar

We often have people collaborating on issue resolutions and currently to get into a specific issue record you need to first search for a Customer and then the issue. It would speed up the process if we could search for an issue like we can an oppo...

Created 13 Mar 21:57 by Greg Chard

SalesLink / New Functionality

0 Needs more votes
2 Vote

Add Invoice Number to Sales Analysis list page screen

We would like to see the D365 Invoice number shown in the SalesLink Sales Analysis list page

Created 18 Apr 15:27 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
3 Vote

Create a secondary drop down for No Lead Disposition

When a sales rep closes a lead as No Lead, more data is necessary to determine the reason behind why the lead was no good. By creating a drop down with choices like "Duplicate Lead" and "Can't reach customer" it would give us more data to improve ...

Created 11 Aug 16:29 by Mandy Turnbaugh

SalesLink / Dealer Idea

0
4 Vote

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

The current functionality only looks at factory warranty end date. We often sell machines with extended warranty (EPP) which means we should be able to only show serial numbers using the max date. Feedback from Peter LeMare "While this is working ...

Created 04 Jan 02:33 by Paul Meyer

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

CloudLink Ideas Portal

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Add Push to DBS feature in Gatekeeper when creating new customer

Machine & Attachment Configuration Notes

The Daniels Group Survey Leads

Create OLGA button on the Equipment List within Saleslink

Add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

CIM - Ability to search Saleslink by Issue Number using the search bar

Add Invoice Number to Sales Analysis list page screen

Create a secondary drop down for No Lead Disposition

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

PAR by Influencer Transfers

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

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Filter by category

Identify yourself with your email address

Add Push to DBS feature in Gatekeeper when creating new customer

Machine & Attachment Configuration Notes

The Daniels Group Survey Leads

Create OLGA button on the Equipment List within Saleslink

Add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

CIM - Ability to search Saleslink by Issue Number using the search bar

Add Invoice Number to Sales Analysis list page screen

Create a secondary drop down for No Lead Disposition

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

PAR by Influencer Transfers

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