CloudLink Ideas Portal

3 Vote

Configurable Lost Sale Form

The ability to add fields to the Lost Sale Entry Form and Lost Sales Report within Saleslink would greatly improve the use of Lost Sales for our Bus Sales Group. For example, we would name a field Blue Bird Quote Number or just Reference Number to...

Created 14 May 19:30 by Bryan Nelson

SalesLink

1 Will not implement
2 Vote

Closing Probability Column

Is it possible to add Closing Probability as a column on all of the Opportunity report screens?

Created 13 Mar 21:07 by Bryan Nelson

SalesLink / Dealer Idea

0 Will not implement
2 Vote

Assign multiple reps to a single opportunity

This mostly impacts our Power Systems group. When working on opportunities and bids, we typically have multiple bidders who are covered by different sales reps. It would be great if we could assign all of the reps whose customers are involved to t...

Created 14 Nov 15:48 by Eae Wang

SalesLink

1 Will not implement
2 Vote

Ability to notify via email (or text) all assigned reps of an account in Sales Link.

We see value in being able to create a notification that goes out all assigned reps of an account. Examples would be credit notification of demand letter going out, help with collecting a bill, etc.

Created 12 Aug 13:27 by Mike Love

SalesLink

5 Will not implement
1 Vote

Include Last Service Date in the Equipment List Export within SalesLink

Any time you download an equipment list from SalesLink or Customer Search, the last service date should be included.

Created 28 Feb 22:28 by Sarah Huber

SalesLink

1 Will not implement
2 Vote

Ability to assign another sales rep to a lead even if default sales rep and division are shown

Ability to assign another sales rep to a lead even if default sales rep and division are shown. Currently there is capability for the assigned division and sales rep shown on a lead/opportunity. There are times where we need to add an ISR to a Hou...

Created 26 Jul 15:22 by Erica Gladden

SalesLink

2 Will not implement
1 Vote

SalesLink / Outlook - MS Graph integration

Add MS Graph support to the existing calendar / outlook integration. We should do a POC for this.

Created 28 Aug 17:35 by Hector Catre

SalesLink

0 Will not implement
1 Vote

Combine all OLGA reports into 1 report in the OLGA summary report page

Currently, the OLGA summary report shows Sales v Pops, Opportunity v POPS and Sales v Opportunity. We would like to see all of them on 1 report. Sales v POPS v Opportunity

Created 17 Apr 19:34 by Jessica Mayher

SalesLink

2 Will not implement
1 Vote

Need ability to break down sales analysis totals by PSSR.

We have some very large 'store driven' accounts that do business all over our territory and so multiple reps receive commissions/credit for the sales in their own branch. Currently SalesLink shows the total sales that the customer did for EVERY re...

Created 21 Aug 14:52 by Deborah Styring

SalesLink

3 Will not implement
1 Vote

Improved Visibility to RPO Conversion (Process) - Opp. View

Our sales manager had a good idea that perhaps dealers using iQuote and COTI would like. We are using COTI to submit RPO deals to be set up, contract created, etc. RPO is a type in COTI. We are interested in an automated process that when the deal...

Created 05 Jul 15:36 by Mike Love

SalesLink

0 Will not implement

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