CloudLink Ideas Portal

1 Vote

Territory assignment by geography instead of Account

Rental sales people and sales managers don't really care about the accounts. These guys manage to a patch of ground typically. If the jobsite is in my patch, I better call on it and rent something to somebody working on that jobsite. Goes hand in ...

Created 21 May 19:19 by Jon Bryant

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Rental & Equipment Counter

Add Rental and Equipment Counter on Customer Record/Display

Created 10 May 21:49 by Bradley Harrison

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Add list price to iQuote machine listing screen

All information will to determine quote will be then available on one screen.

Created 25 Mar 19:53 by George Norton

iQuote / Dealer Idea

2 Needs more votes
1 Vote

Add option for assigning sales rep when creating an opportunity

When creating an opportunity there are 4 "assign to" options that are available to be displayed: Login Salesrep Login Salesrep + pop search All Sales rep assigned salesrep + login salesrep can we have a 5th option to choose to set for "assign to" ...

Created 04 Mar 16:44 by Michael Doughty

SalesLink / Dealer Idea / User Experience and Useability

0 Needs more votes
1 Vote

CAT Customer Solutions Quoter API connect to SalesLink

We would like to have the API for CAT Customer Solutions Quoter be linked to SalesLink (Currently it only linked to iMACS). We would like to have the API create an opportunity with the quote attached in SalesLink. Maybe also have the ability to on...

Created 01 Mar 20:46 by Jessica Mayher

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Sales Mgmt - Lead and Opp Performance - team view addition (collapsible)

Please consider adding sales reps in the far left column then nesting the sources under each rep. If this can be done be sure allow the nesting to be collapsed showing only reps and their closure rates as a whole REP/Source No Lead No Deal Lost Wo...

Created 29 Jan 18:45 by Paul Phillips

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Add preferred contact method to influencer's

In the Influencers area we populate various contact methods including Mobile, email etc. To help identify how our customers prefer to be contacted it would be helpful to have a preferred method of contact to assist with email campaigns. To flag th...

Created 21 Jan 01:11 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

Need a configuration that allows the indicated payment terms on a quote (Sale vs RPO or Cash vs Finance vs RPO) to be visible on the quote list in iQuote and the pipeline opportunity lists in Sales Link. To further utilize these lists, we'd like t...

Created 19 Jan 21:49 by Kelly Kotara

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Can the ‘Description’ field be copied in the ‘Notes’ field once the ‘Opportunity’ is generated?

See attached

Created 28 Oct 21:04 by Erica Gladden

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Turn off all leads generated for ‘Out of Territory’ serial numbers

I am manually pushing thru the Expiring Warranty Leads to the PSSR’s monthly in SalesLink (Pipeline, Insights, Expiring Warranties). Can UpTake turn off all leads generated for ‘Out of Territory’ serial numbers?

Created 28 Oct 20:55 by Erica Gladden

SalesLink / Dealer Idea

0 Needs more votes

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