CloudLink Ideas Portal

1 Vote

Gatekeeper - Influencer Delete Automated

Influencer delete requests are the only influencer request not automated today. This would help the gatekeeper from having to switch back inforth with DBS and Gatekeeper depending on the influencer request.

Created 06 Jan 14:38 by Christy Smith

SalesLink / New Functionality

1 Already exists
1 Vote

Please add a column to Advanced Search Last Activity

While performing an ADVANCED SEARCH, we are requesting an additional “Last Activity Date” that would represent the latest date from all areas of the company, combined (MSR, PSSR, Other, Other). This information will tell us, at a glance, the last ...

Created 04 Jun 20:39 by Rebecca Zanfardino

SalesLink / Dealer Idea

1 Already exists
1 Vote

Search results - enable an ALL Divisions selection for quick access to Customer information

We have a number of users who go into CRM to just view information. To speed up this process we need them to be able to select the 'All Divisions' option from the search results screen instead of only being able to select a specific division.

Created 29 Apr 21:54 by Greg Chard

SalesLink / Dealer Idea

1 Already exists
1 Vote

Ability to edit revenue field within a lead (Mainly PSE from CAT).

Open up the field to be editable.

Created 06 Apr 14:23 by Brian Sailers

SalesLink / Dealer Idea

1 Already exists
1 Vote

Add geolocation functionality to Equipment List view in SalesLink

When viewing a customers account and viewing their equipment list we want to look into adding a geolocation link over to the right where WO, SL, PM, etc show up?

Created 27 Mar 18:20 by Tony Lucini

SalesLink / Dealer Idea

1 Already exists
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

Multiple Contacts/Influencers to a Activity

The ability to have more than one contact added to an activity. Reps will meet with more than one contact at their customer account at a time. They currently have to enter that activity multiple times and change the contact name in order to have t...

Created 01 Nov 14:48 by Jayme James

SalesLink

1 Already exists
1 Vote

Open issues report - Ability to view all open and in-progress issues together

Currently in the open issues report you can only view open OR in-progress issues. To do a full analysis we need to be able to see all open and in-progress issues together. Ideally the field would be a multi-selection on the report.

Created 04 Sep 23:26 by Greg Chard

SalesLink

0 Already exists
1 Vote

Campaign assignment flexibility for leads our of CMP and from ZIFT. Perhaps create a secondary source field?

Couple of issues: CMP - Leads are locked down to a source and cannot be changed in order to assign to a campaign. We are using the campaign functionality to try and track leads/opps generated out of completing the Cat Inspect App inspection. These...

Created 05 Apr 14:42 by Mike Love

SalesLink

0 Already exists
1 Vote

Create a R-12 column for the Revenue and GP Analysis View/Report

Our operating managers are used to viewing data in a R12 metric. They asked if this could be added to this view. Also, for OLGA reports, could it have R12 sales v future R12 Opportunity.

Created 16 Jan 15:58 by Mike Love

SalesLink

1 Already exists

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