CloudLink Ideas Portal

1 Vote

CIM - Updating the issues notification and alert emails to clarify expectations

The current email messages for issues don't inform the recipient of expectations. We have clear standards around issue resolution that need to be met and are driving for Saleslink to be the single tool for customer issues management. The opportuni...

Created 20 Jan 23:31 by Greg Chard

SalesLink / Dealer Idea

2
1 Vote

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

Need a configuration that allows the indicated payment terms on a quote (Sale vs RPO or Cash vs Finance vs RPO) to be visible on the quote list in iQuote and the pipeline opportunity lists in Sales Link. To further utilize these lists, we'd like t...

Created 19 Jan 21:49 by Kelly Kotara

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

SalesLink - Influencer Record

Please note the following when it comes to existing Influencer records in SalesLink: 1. Influencer Type list is still duplicated as per the attached picklist - need to remove the records which contain the alpha codes 2. Influencer Title field need...

Created 17 Dec 21:08 by Hector Catre

SalesLink

1
1 Vote

Delivery date and Commissioning date

In an opportunity is there a way to add a delivery date and a commissioning date we need this for our business as they use it for payment and forecasting

Created 17 Dec 21:04 by Hector Catre

SalesLink

1
1 Vote

CIC Code & Description in Customer Info screen of SalesLink

we are still not seeing the CIC Code Description in the Customer Info. screen of SalesLink. See attached screen shot.

Created 17 Dec 21:03 by Hector Catre

SalesLink

1
1 Vote

Lead Stages

Can the Development & Proposal Stages in the SalesLink Lead be masked, removed or hidden? See attached screen shot

Created 17 Dec 21:01 by Hector Catre

SalesLink

1
1 Vote

Need to get email added to creating customer and be mandatory

Need to get email added to creating customer and be mandatory not having it in add extra details

Created 17 Dec 20:57 by Hector Catre

SalesLink

1
1 Vote

Add a time stamp for a new lead added in Saleslink and another time stamp when the first action takes place

No description provided

Created 07 Dec 19:39 by Lori Ciccarelli

SalesLink / Dealer Idea

0
1 Vote

Lead Campaign Auto Adjudication

I would like to investigate inbound leads and if they can be auto assigned to specific Campaigns based on language depicted within the lead description. In an effort to segregate specific leads to monitor successes of each as its own campaign, I a...

Created 17 Nov 13:15 by Brad Grove

SalesLink / Dealer Idea

0
1 Vote

Add Export feature for Credit Notes

We would like the option to export all customer credit notes to Excel. Export all notes for all customers to Excel

Created 13 Nov 18:44 by Lori Ciccarelli

SalesLink / Dealer Idea

0

CloudLink Ideas Portal

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CIM - Updating the issues notification and alert emails to clarify expectations

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

SalesLink - Influencer Record

Delivery date and Commissioning date

CIC Code & Description in Customer Info screen of SalesLink

Lead Stages

Need to get email added to creating customer and be mandatory

Add a time stamp for a new lead added in Saleslink and another time stamp when the first action takes place

Lead Campaign Auto Adjudication

Add Export feature for Credit Notes

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

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Identify yourself with your email address

CIM - Updating the issues notification and alert emails to clarify expectations

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

SalesLink - Influencer Record

Delivery date and Commissioning date

CIC Code & Description in Customer Info screen of SalesLink

Lead Stages

Need to get email added to creating customer and be mandatory

Add a time stamp for a new lead added in Saleslink and another time stamp when the first action takes place

Lead Campaign Auto Adjudication

Add Export feature for Credit Notes

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