CloudLink Ideas Portal

1 Vote

It's now possible to use .xlsx files when importing prospects

Currently, only .xls is supported

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

1 Shipped
2 Vote

Admin Dashboard for Activity Main Purposes

Currently, a dealer needing Add or Edits to the list of Activity Main Purposes has to be managed through a ticket.

Created 22 Apr 16:06 by John Fennell

SalesLink / New Functionality

0 Shipped
2 Vote

Activity in Sales Link

Login as a Sale Rep and changed the status of an Activity to Completed and creating a Follow up activity. The system does display the parent activity, please refer to the two screen shots showing the original activity and the follow u p activity, ...

Created 17 Dec 21:10 by Hector Catre

SalesLink

2 Shipped
2 Vote

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

Fully enable the addition and management of Influencers in gatekeeperThrough Semi-automatic gatekeeper functionality Part A - The ability to Add an influencer in SalesLink and push it to DBS semi-automatically Part B - The ability to edit an influ...

Created 15 May 20:02 by Hector Catre

SalesLink

0 Shipped
1 Vote

DMT Specific Activity Type and Main Purposes

We are looking to have the following added as an Activity Type: • DMT We would like the following added to the Activity Main Purposes: • DMT – Rent Request • DMT – Change PO • DMT – Rent Call Off • DMT – Service Request • DMT – Message • DMT – Tra...

Created 22 Apr 13:18 by Brett Heimerdinger

SalesLink / New Functionality

2 Shipped
1 Vote

Customer Plans

In Edit Customer Plan in SalesLink Sales Rep there is a Save button to save any changes made. This Save button does not exist in Edit Customer Plan in SalesLink Executive. See attached screen shots.

Created 17 Dec 21:08 by Hector Catre

SalesLink

1 Shipped
1 Vote

SalesLink Executive add a new activity contact is not mandatory

When added an new activity in Saleslink Executive the contact is not mandatory

Created 17 Dec 20:59 by Hector Catre

SalesLink

1 Shipped
1 Vote

Set Contact Field as Mandatory When Creating an Opportunity

A new configuration to set the contact field as mandatory when creating an Opportunity.

Created 17 Dec 20:34 by Hector Catre

SalesLink

0 Shipped
1 Vote

Move PSE leads from queue to SalesLink

Move PSE leads from queue to SalesLink We are going to be downloading PSE leads from Cat. Platform will be downloading the leads.This epic is to move the leads from a 'staging' area into SalesLink.

Created 01 Sep 14:45 by Hector Catre

SalesLink

0 Shipped
1 Vote

Customer Profiles - Automation

Customer Profile - Definition Customer > Basics (left nav) > Customer Profile > Equipment Potential & Part and Service Potential Not the whole Customer Profile Page 1 elements to this:- Our swing or theirs Active . Dormant a/ New- Def...

Created 17 Aug 08:09 by Hector Catre

SalesLink

0 Shipped

CloudLink Ideas Portal

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It's now possible to use .xlsx files when importing prospects

Admin Dashboard for Activity Main Purposes

Activity in Sales Link

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

DMT Specific Activity Type and Main Purposes

Customer Plans

SalesLink Executive add a new activity contact is not mandatory

Set Contact Field as Mandatory When Creating an Opportunity

Move PSE leads from queue to SalesLink

Customer Profiles - Automation

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

It's now possible to use .xlsx files when importing prospects

Admin Dashboard for Activity Main Purposes

Activity in Sales Link

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

DMT Specific Activity Type and Main Purposes

Customer Plans

SalesLink Executive add a new activity contact is not mandatory

Set Contact Field as Mandatory When Creating an Opportunity

Move PSE leads from queue to SalesLink

Customer Profiles - Automation

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