CloudLink Ideas Portal

1 Vote

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

SalesLink contacts (contact list) do not sync email addresses listed on customer profile in SalesLink desktop or Flex.

Created 10 Oct 15:43 by Michael Doughty

SalesLink Flex

1 Already exists
2 Vote

Favorite Customer list

Able to add selected customers in the favorite list. This allow sales rep to quickly see list of customers that he usually works on.

Created 15 Jan 03:14 by Michael Wong

SalesLink Flex

0
1 Vote

Ability to Search Customers using a Division Filter

We have multiple divisions some that use different customer numbers for a customer than the others. When searching for customers in Saleslink Flex, you get all division results and have to click into the Customer profile to see what divisions that...

Created 30 Aug 22:43 by Sarah Cenedella

SalesLink Flex

0 Needs more votes
7 Vote

Assign Default division to Sales Rep

We want SL Flex to be setup just like the desktop version where reps are assigned their default division. Currently, reps are required to manually select a division every time they create an activity, add a customer, etc.

Created 03 Mar 21:56 by Jessica Mayher

SalesLink Flex

1
7 Vote

Connect a specific campaign to Activity/Lead/Opp

Enable similar functionality to the desktop app where a specific campaign can be selected as purpose in activity and source in lead/opp

Created 14 Nov 18:25 by Guest

SalesLink Flex

1 Already exists
6 Vote

Add option to transfer prospects to a customer

Can we add the function to request to transfer a prospect to a customer in Flex?

Created 06 Apr 15:28 by Jessica Mayher

SalesLink Flex

1 Will not implement
2 Vote

Showing the Agreement Customer in SalesLink Flex

Definition: Sometimes names are missing from SalesLink Flex. This is because it is showing the equipment attached to the customer and the internal inventory customer name from DBS. It should display the agreement customer name if one is available....

Created 25 Aug 23:04 by Andreas Kanitz

SalesLink Flex / Dealer Idea

0
5 Vote

Add cell phone data to contact information

SalesLink Flex currently has the contact's phone # mapped to the office phone. We would like to display the cell phone number as well. The app should identify which number is the office and which number is the cell phone. Also it should allow the ...

Created 12 Feb 18:07 by Jessica Mayher

SalesLink Flex

1 Already exists
5 Vote

Ability to filter equipment by division in the sales icon

When viewing equipment from inventory via the sales icon, the list pulls in the entire equipment family list, for all divisions. We would like the ability to filter by division.

Created 12 Feb 18:02 by Jessica Mayher

SalesLink Flex

1 Already exists
3 Vote

Recognise Inbound Calls & prompt an action

Currently users can make calls from Flex & be prompted to enter an activity at the end of the call however, inbound calls are not recognised unless the user has the contact recorded in their personal address book & there is no prompt to ad...

Created 07 Oct 02:14 by Mark Courtenay

SalesLink Flex / Dealer Idea

1 Will not implement

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