CloudLink Ideas Portal

1 Vote

Ability to email entire assigned sales rep team for an account from an activity

We are looking for a better way to communicate to a large group when an account is past due or Credit is sending out a demand lettter. I would be nice to be able to create an activity and select "Email Sales Team" when saved.

Created 09 Mar 15:14 by Mike Love

SalesLink / Dealer Idea

4 Already exists
1 Vote

View Reps Sales based Sales Rep Number

We need a separate page that shows Rep sales based on the actual sales they had a hand in via their Rep number. What we have now is sales report based on the accounts assigned to the rep which can be troublesome to get a clear view of what the sal...

Created 03 Mar 13:32 by Bryan Nelson

SalesLink

2
1 Vote

Compare Reports - Ability to add documents to a compare report

Often the representative will have supporting information regarding the compare report that needs to be captured. At the moment there is no way to capture documents against the Compare report.

Created 03 Mar 00:23 by Greg Chard

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Sales vs Opportunities report should not show Opportunities vs POPs

When you select Sales vs Opps, it always displays Opps vs POPs first. After the first display, you can select Sales vs Opps again, and it works. Support said it is designed this way, but it should work properly the first time the query runs.

Created 12 Feb 19:34 by George Norton

SalesLink

0
1 Vote

Add a column (or filter) to the Reps Customers Not Contacted List to identify Parent/Child relationships

Since we have several Parent/Child relationships adding a column (or filter) to the Reps customers not contacted in both Executive View and Sales Rep view to identify them. We use a par number on the parent company while the child company is 0 par...

Created 05 Feb 13:22 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Integrate BCI Australia (Australian Dodge)

In Australia, they do not use Dodge Projects. They use BCI Australia. THe need is the same. The workflows possibly are the same, We need to review BCI's API to understand the varients. If possible, to use the same interface / workflow as Dodge.Her...

Created 23 Jan 14:59 by Hector Catre

SalesLink

0
1 Vote

Add an Extra Column to OLGA

Background CAT added a new column to OLGA and didn't tell us. They announced the availability to dealers already. On 10 screens (in OLGA) add the filter. Acceptance Criteria Add Vertical as a drop down filter on the OLGA - By Target View Add Verti...

Created 22 Jan 15:40 by Hector Catre

SalesLink

0
1 Vote

API Support for Revenue (Expenditure) - Mobile Support

This is booked support for SalesLink Flex Development Support

Created 09 Dec 15:51 by Hector Catre

SalesLink

0
1 Vote

Multi-lingual Enablement - RMS Dictionary for SalesLink

No description provided

Created 29 Nov 20:40 by Hector Catre

SalesLink

0
1 Vote

Add filter to Customer Coverage Report

It would be very useful to be able to view customer coverage by a rep filtered by customer -vs- prospect. On all coverage reports and instances - ie: SalesLink Executive & Rep.

Created 25 Nov 21:41 by Kari Cannaday

SalesLink

0

CloudLink Ideas Portal

Filter by status

Filter by category

Ability to email entire assigned sales rep team for an account from an activity

View Reps Sales based Sales Rep Number

Compare Reports - Ability to add documents to a compare report

Sales vs Opportunities report should not show Opportunities vs POPs

Add a column (or filter) to the Reps Customers Not Contacted List to identify Parent/Child relationships

Integrate BCI Australia (Australian Dodge)

Add an Extra Column to OLGA

API Support for Revenue (Expenditure) - Mobile Support

Multi-lingual Enablement - RMS Dictionary for SalesLink

Add filter to Customer Coverage Report

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

Ability to email entire assigned sales rep team for an account from an activity

View Reps Sales based Sales Rep Number

Compare Reports - Ability to add documents to a compare report

Sales vs Opportunities report should not show Opportunities vs POPs

Add a column (or filter) to the Reps Customers Not Contacted List to identify Parent/Child relationships

Integrate BCI Australia (Australian Dodge)

Add an Extra Column to OLGA

API Support for Revenue (Expenditure) - Mobile Support

Multi-lingual Enablement - RMS Dictionary for SalesLink

Add filter to Customer Coverage Report

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