CloudLink Ideas Portal

3 Vote

Assign and De-assign Customers

The ability to assign and de-assign customers. Currently this capability is for leads but not for customers.

Created 30 Jun 15:32 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
3 Vote

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

No description provided

Created 28 Jun 20:50 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
4 Vote

Add a campaign selection field for logging an activity when the purpose is "campaign follow up"

When adding an activity and selecting campaign follow up as your source, Flex does not bring up the campaign list to select the campaign. Users have to be able to source their activities to campaigns.

Created 11 Feb 18:50 by Jessica Mayher

SalesLink Flex

2 Planned - to be scheduled
2 Vote

Sales activities are accessible via iCalendar

Integrate sales activities with other calendar solutions by allowing those solutions to subscribe to the activity calendar. This should work for typical office calendar systems such as Outlook, Apple, and Google Calendar. This will also work for L...

Created 27 Jun 02:21 by Rachel Whitelaw

SalesLink Flex / Dealer Idea

1 Needs more votes
3 Vote

When entering an activity, allow entry of contact name if not part of record already

Currently, if an account does not have a contact name assigned to it, you cannot complete the activity b/c the field is required. Uptake made the field not required so you can complete the activity, but you can't enter a contact. You should be abl...

Created 04 Sep 17:55 by Mike Love

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

This would benefit the user because currently they are not able to see any machine alerts from Condition Monitoring through SalesLink flex. If it was on the overview tab – then a rep could see any machine alerts for their fleet and discuss with th...

Created 24 Feb 15:22 by George Norton

SalesLink Flex / Dealer Idea

0 Needs more votes
3 Vote

UCC Integration SalesLink Flex

Integrating the UCC module into SalesLink Flex would allow reps to use the 'mapping feature' to view UCCs filings for prospects.

Created 06 Mar 13:39 by Jessica Mayher

SalesLink Flex

0
3 Vote

Use the model admin tables for lost sale form similar to how the desktop version works

In SalesLink Flex, we would like more of the functionality of the Add Lost Sale to mirror how the desktop version works. For example, once you pick an FPC, then only display those models for the dealer model field. Also, please allow users to 'add...

Created 10 Feb 20:49 by Jessica Mayher

SalesLink Flex

0
2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Pop-up directions when there is more than one location found

Can we get directions to pop up when there’s more than one location on the screen (in map view- it needs to be zoomed in enough to only show 1 location)

Created 28 Jun 21:14 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes

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