CloudLink Ideas Portal

2 Vote

Flagged for Deletion needs to be more apparent

The flagged for deletion insignia needs to be more clearly identifiable. Users will bypass this information because it is tucked within the billing address. I suggest changing the color of the Customer name to Red, or to make the "Flagged for Dele...

Created 26 Aug 20:18 by Brad Grove

SalesLink / Dealer Idea

0
3 Vote

Remove default date and change name of field 'Opportunity Close Date' to 'Delivery Date' when entering a Lost Sale.

In SL when adding a lost sale report the “Opportunity Close Date” is blank. When filing a Lost Sale from iQuote the “Opportunity Close Date” defaults to the day the quote is closed. This should not happen, the date should be blank. Also, we would ...

Created 07 Mar 16:55 by Mandy Turnbaugh

SalesLink

1 Already exists
2 Vote

Enhanced Job Site functionality in CRM

Background Heavy equipment sales and rental businesses operate in a highly dynamic and competitive environment. Job sites, ranging from construction of new arenas to major renovations and infrastructure projects, present substantial opportunities ...

Created 17 Aug 08:04 by Hector Catre

SalesLink

1 Planned - to be scheduled
2 Vote

Display the total number of activities/calls per day on calendar

Our reps would like for their total number of activities/calls to display on the calendar. This would help them when building their calendar or transferring missed activities. Reps accidentally end up having 20+ calls per day and then have to tran...

Created 05 Aug 17:48 by Jessica Mayher

SalesLink

0
2 Vote

For Date Verified field, add a checkbox or a Calendar field that isn't dependent on the ERP

This would enable reps to confirm updates to mach pop files independent of the ERP.

Created 28 Jul 16:12 by Peter Le Mare

SalesLink / Internal Idea

0
2 Vote

When showing list of results from any search, showing a Blue dot/marker alongside "marked for Deletion" customers.

Currently marked for deletion customers are only identified in the customer Info screen. It would be helpful to show them as Marked for deletion in the Results view. Either a new column to show a blue dot, or some other identifier. In the attached...

Created 15 Jul 00:29 by Darren McAllister

SalesLink / Dealer Idea

0
2 Vote

Multiple batch uploads for one campaign

We would like the ability to do multiple batch uploads to a single campaign. Right now we have to create a new campaign for each batch upload that we do, even though it is part of the same campaign.

Created 29 Jun 16:43 by Melissa Jarvis White

SalesLink / Dealer Idea

1 Already exists
2 Vote

Ability to Select Multiple Divisions in Customer Segmentation Screen

For dealers that utilize multiple divisions at their dealerships this gives the ability to view total information for each customer

Created 03 Apr 20:55 by Craig Banyard

SalesLink / Dealer Idea

2 Needs more votes
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

Add rented attachments to customer page

On the customer page, under Assets~Rented Equipment - we would also like to see the rented attachments for that customer account

Created 09 Mar 13:43 by Jessica Mayher

SalesLink

1 Already exists

CloudLink Ideas Portal

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Flagged for Deletion needs to be more apparent

Remove default date and change name of field 'Opportunity Close Date' to 'Delivery Date' when entering a Lost Sale.

Enhanced Job Site functionality in CRM

Display the total number of activities/calls per day on calendar

For Date Verified field, add a checkbox or a Calendar field that isn't dependent on the ERP

When showing list of results from any search, showing a Blue dot/marker alongside "marked for Deletion" customers.

Multiple batch uploads for one campaign

Ability to Select Multiple Divisions in Customer Segmentation Screen

Closing Probability Column

Add rented attachments to customer page

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

Flagged for Deletion needs to be more apparent

Remove default date and change name of field 'Opportunity Close Date' to 'Delivery Date' when entering a Lost Sale.

Enhanced Job Site functionality in CRM

Display the total number of activities/calls per day on calendar

For Date Verified field, add a checkbox or a Calendar field that isn't dependent on the ERP

When showing list of results from any search, showing a Blue dot/marker alongside "marked for Deletion" customers.

Multiple batch uploads for one campaign

Ability to Select Multiple Divisions in Customer Segmentation Screen

Closing Probability Column

Add rented attachments to customer page

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