CloudLink Ideas Portal

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

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
2 Vote

Do NOT Solicit

Could we get a function of Do NOT Solicit? Perhaps break it down further with no email campaigns, no diret mail campaigns? We want to capture emails for CQI, however, I need to be able to exclude them from data pulls for marketing campaigns.

Created 06 Mar 19:54 by Virginia Johnson

SalesLink / Dealer Idea

1 Already exists
2 Vote

Would like a button to 'mirror' or 'copy' and influencer to another division

We have some reps that are assigned to multiple divisions (e.g. Heavy Equipment and Compact Construction Equipment) where the influencer information should be the same. As we are having our reps update all of their information in SalesLink, it has...

Created 07 Jun 17:50 by Deborah Styring

SalesLink

2 Already exists
2 Vote

Lead to opportunity process - make the probability of closing configurable when lead is moved to an opportunity

When creating a lead currently you do not need to enter Probability Of Closing and the logic defaults it to 2 (medium) when transferring the lead to an opportunity - and that is not configurable. We want the logic to default to blank and require t...

Created 08 May 19:33 by Jessica Mayher

SalesLink

1 Already exists
2 Vote

Add probability of close to Opportunity Reports

We'd like to add the probability of closing to the opportunities reports/queries (by family, ssource, ect).

Created 08 May 15:13 by Kelly Kotara

SalesLink

4 Already exists
2 Vote

Activities Completed Screen – Display all activities not just the Reps phone calls and visits.

Activities Completed Screen – Display all activities not just the Reps phone calls and visits. We need some Check boxes added to the Activities Completed screen so that we can display ALL types of Activities in date order. Activities include Lead...

Created 26 Apr 05:42 by paul searle

SalesLink

0 Already exists
2 Vote

Changing Start/End Times

Can we change the behavior of a ticket when start or end times are being changed by dragging the edge of a ticket out? Currently when dragging the end date out a ticket will be broken into pieces and when changing the start date the ticket will re...

Created 31 Jan 19:24 by Aaron Rivero

SalesLink

1 Already exists
2 Vote

Create "OPT OUT" check box value at the Influencer level AND at the Customer Account level.

Our marketing team had an idea to add an Opt Out checkbox at the influencer level which would filter it out of any lists pulled from Adv. Search. We have contacts that do not wish to be called or contacted on campaigns, but we still need to leave ...

Created 14 Jan 16:59 by Mike Love

SalesLink

2 Already exists
2 Vote

Adding Reason Dropdown Option to No Lead

Hello - Would it be possible to add a "Reason" dropdown menu (that wasn't a mandatory field) to "No Lead"? Similar to how "No Deal" within opportunities has a reason dropdown option. If possible, the two options we would like to add are as follows...

Created 30 Oct 16:58 by Matt Albanese

SalesLink / Dealer Idea

1 Already exists

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