CloudLink Ideas Portal

1 Vote

Edit Territory Plans and Customer Plans

My idea would be to allow Administrators access to edit or delete Territory Plans and Customer Plans.

Created 09 Apr 19:50 by Marciano Vasquez

SalesLink

0 Needs more votes
1 Vote

Add Mass Updates to Prospects and Reassign Reps to Multiple Reps

Reassign prospect accounts to MULTIPLE REPS, re-set the date and assign new par through using the upload template. Add missing information IN MASS to incompletely built existing prospect accounts - update street address, zip code, county, industry...

Created 03 Apr 21:44 by Janet Colley

SalesLink

0 Needs more votes
1 Vote

Allow administrators to rename base models

CAT is changing their model hierarchy and nomenclature. As a result, base model names will change. Currently, it is not possible to do this without significant Engineering effort. This will allow administrators to make the change themselves and ca...

Created 30 Nov 18:24 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Support for partial invoicing

Power system sales do partial invoicing based on milestones. Currently, SalesLink only supports full invoicing.

Created 24 Nov 19:21 by David Vuong

SalesLink

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1 Vote

Administrators can now manage who has deletion privileges for customer issues

No description provided

Created 22 Nov 15:40 by David Vuong

SalesLink

0 Needs more votes
1 Vote

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

No description provided

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

0 Needs more votes
2 Vote

Customer Coverage Report with all activities for a customer - Executive/Manager Level

A report that is customer based (like customer coverage - but not rep based) that has the total number of activities being done on a customer per month by any Sales rep. This report should have the customer account number, name, each month, total ...

Created 05 Jul 15:24 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Add Invoice Number to Sales Analysis list page screen

We would like to see the D365 Invoice number shown in the SalesLink Sales Analysis list page

Created 18 Apr 15:27 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
3 Vote

PAR by Influencer Transfers

Looking for a configuration or management area in SalesLink Exec that would enable the ability to Transfer PARs at the Influencer level to a new sales rep. PAR values are determined by management and not likely to change if a new sales rep is assi...

Created 07 Aug 21:02 by Jayme James

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

Edit Territory Plans and Customer Plans

Add Mass Updates to Prospects and Reassign Reps to Multiple Reps

Allow administrators to rename base models

Support for partial invoicing

Administrators can now manage who has deletion privileges for customer issues

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

Customer Coverage Report with all activities for a customer - Executive/Manager Level

Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

PAR by Influencer Transfers

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

Edit Territory Plans and Customer Plans

Add Mass Updates to Prospects and Reassign Reps to Multiple Reps

Allow administrators to rename base models

Support for partial invoicing

Administrators can now manage who has deletion privileges for customer issues

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

Customer Coverage Report with all activities for a customer - Executive/Manager Level

Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

PAR by Influencer Transfers

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