CloudLink Ideas Portal

1 Vote

Add Division Filter on Sales Rep View for Reps who cover more than one division

We have several reps that cover more than one division (ex: C and B or C and R) but have different customer lists for each with different Par Values. Right now when they go to their main screen, it combines these lists together. We think a filter ...

Created 16 Jan 14:16 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Expand EQT Code field with UCC Matching from a 2 byte field to a 4 byte field

UCC records uploaded into SalesLink have a 4-digit Equipment Code and a 1-digit field for Equipment Size. SalesLink is only able to map records into a product family from the first 2 characters of the 4-digit equipment code and this is not suffici...

Created 17 Dec 15:27 by Wendy Spalding

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Floating Headers on Reports - Improve the usability of larger reports in the system by having floating headers, so people can see the headers no matter how long the report.

No description provided

Created 12 Dec 04:39 by Greg Chard

SalesLink / Dealer Idea / User Experience and Useability

0 Needs more votes
1 Vote

Linking multiple opportunities to 1 activity

Often our reps that deal with large Customers will be managing multiple opportunities on the 1 site. They can cover off multiple opportunities as part of the single call. It will be beneficial to have the ability for them to link multiple oppoortu...

Created 23 Nov 00:51 by Greg Chard

SalesLink

1 Already exists
1 Vote

Add Product Family Filter on Resolved Leads Page

No description provided

Created 16 Oct 14:25 by Erica Gladden

SalesLink / API, Data or Reporting

7 Needs more votes
1 Vote

Include 'Campaign' menu item in customer view

Similar to issues, activities, or leads, we should have an indicator if the customer has an asset that is part of a marketing campaign..

Created 11 Oct 00:24 by Paul Meyer

SalesLink

0 Needs more votes
1 Vote

Link back to survey results (Ipsos) from Issue detail screen

When trying to solve a customer issue raised via a survey response, we often need to go to the individual survey for details. Currently we need to go to the Cat Survey History screen, find the issue to open the Ipsos site. It would be easier if we...

Created 06 Sep 00:29 by Paul Meyer

SalesLink

0 Already exists
1 Vote

Need ability to break down sales analysis totals by PSSR.

We have some very large 'store driven' accounts that do business all over our territory and so multiple reps receive commissions/credit for the sales in their own branch. Currently SalesLink shows the total sales that the customer did for EVERY re...

Created 21 Aug 14:52 by Deborah Styring

SalesLink

3 Will not implement
1 Vote

Add 'Opportunity Close Date' to Opportunity screen

This date should indicate when the customer will make a decision (whether to go ahead or not). Having this info enables us to create an 'overdue opportunities' view (or 'soon to close opportunities') which assist in reps focusing on the right oppo...

Created 15 Aug 00:51 by Paul Meyer

SalesLink

1 Already exists
1 Vote

Improved AR screen/view filtering. Ability to filter by Sales Manager.

This should apply to any view by rep, but it would be nice to have filtering capability by Sales Manager or Region.

Created 07 Aug 12:14 by Mike Love

SalesLink / API, Data or Reporting

1 Needs more votes

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