CloudLink Ideas Portal

1 Vote

Have EMT to sync with SalesLink

EMT Needs to sync with SalesLink - Contacts, Activities, etc. Problem to Solve: Scope: Not In Scope: Integration: Other Considerations:

Created 30 Jul 14:57 by Hector Catre

SalesLink

0
1 Vote

Ability to add event/activity to all calendars

Allow the SalesLink calendar to have an option to allow a super user to add company wide entries (activities) that would appear on everyone's calendar. For instance, at a corporate level we could add customer events/shows, holidays, etc.

Created 16 Jul 20:42 by Jessica Mayher

SalesLink / Dealer Idea

1
1 Vote

Add drill in feature on Lead Sources

We would like to track our leads more closely. Add a drill down feature so that for example you choose example Lead Source "Walk In", should open a new box to choose why they "Walked In"...."drive by, internet search, referral, social media etc." ...

Created 14 Jul 15:16 by Lori Ciccarelli

SalesLink / Dealer Idea

2
1 Vote

Need a way to vet "won" leads/opportunities for product support - VERY manual process currently

Would like to see a way to vet leads/opportunities that are marked "won". If there is a lead or opportunity that is tied to a quote, did the quote get turned to a work order? Has the "won" opportunity been invoiced? This is important when trying t...

Created 06 Jul 13:09 by Paul Phillips

SalesLink / Dealer Idea

0
1 Vote

Create Bulk Opportunities for Campaigns

We would like the ability to create bulk opportunities (instead of leads) for campaigns.

Created 12 Jun 14:30 by Melissa Jarvis White

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Global Account Assignment Capability (Executive/Manager)

We are developing a Large Account Relationship strategy which is based on one executive or key manager to be responsible for that account. The idea is that they will "own" that customer and help coordinate strategy relative to that customer or iss...

Created 08 Jun 12:57 by Mike Love

SalesLink / Dealer Idea

1
1 Vote

More functional to selection "ALL" or several divisions when running reports

Example: PAR Percentage. I can't calculate simple metrics for Marketing and Sales Excellence because I can't select select division or reps, or regions etc. It's all or nothing for division. And never all because I can only select one region, not ...

Created 19 May 23:28 by Chris Giannaris

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Gatekeeper - Improvement of the overall speed/performance of the platform through API optimization including single field validation, vs complete data validation.

Improvement of the overall speed/performance of the platform through API optimization including single field validation, vs complete data validation.

Created 15 May 20:03 by Hector Catre

SalesLink

0
1 Vote

Gatekeeper - Included SalesRep Assign and DeAssign. Currently, Executive users can assign or de-assign reps, but when a SalesRep Assigns and De-Assigns themself, these requests are not supported.

Included SalesRep Assign and DeAssign. Currently, Executive users can assign or de-assign reps, but when a SalesRep Assigns and De-Assigns themself, these requests are not supported.

Created 15 May 20:03 by Hector Catre

SalesLink

0
1 Vote

Gatekeeper - Ability to edit incomplete and invalid change requests for re-pushing to DBS

Ability to edit incomplete and invalid change requests for re-pushing to DBS

Created 15 May 20:03 by Hector Catre

SalesLink

0

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