CloudLink Ideas Portal

5 Vote

Have the contact phone number on lead header instead of the account phone number

We currently have the header of the lead populated with the account phone number. Can this be set to the Influences number that is nominated when the lead is created to save looking it up separately in SalesLink

Created 15 Jan 23:22 by Darren McAllister

SalesLink / User Experience and Useability

1 Shipped
5 Vote

Total Territory Management

Ability to bulk transfer a Sales Reps Leads, Issues, Outstanding Activities, Opportunities etc. when moving territories or terminations occur. If rep assignment is changed or moved before these items are updated in SalesLink Managers lose visibili...

Created 01 Nov 15:05 by Jayme James

SalesLink

0 Shipped
6 Vote

Would it be possible to have a Link in Saleslink to send you to Equipmentlink from the Equipment List

We need a way to get from Saleslink into Equipmentlink

Created 15 Aug 14:50 by Mike Kable

SalesLink / Integrations

0 Shipped
1 Vote

Enhance "Around Me" feature to allow users to view Equipment Location on assigned Service Leads

We would like the ability for SalesLink Flex Users to view Equipment Locations in the Around Me screen for Service Leads that have a serial number tied to them, where Product Link/Vision Link location information exists.

Created 02 Apr 18:27 by Dylan Lightfoot

SalesLink Flex

1 Shipped
6 Vote

Add Dodge Project data into SalesLink

I joined a TFR webinar today to learn how Texas First Rental (a Holt Company) integrates the Dodge project data into SalesForce and how reps engage with it. As long as a platform could be built to intake these records into SalesLink, create lead r...

Created 22 Mar 18:39 by Wendy Spalding

SalesLink

2 Shipped
6 Vote

Allow multiple selections on COTI drop down menus

This will allow users to filter by multiple items on the drop down menu, eliminating need for multiple searches.

Created 09 Mar 16:56 by Priscilla Fuentes

COTI

0 Shipped
6 Vote

Add the ability complete a compare report from the app.

Currently prime product reps are able to add a lost sale from the TOUCH app. At Holt when a PSSR loses a sale we ask them to create a compare report, it would be very helpful if they were able to do so from their iPads or iPhones on the app.

Created 08 Mar 17:05 by Mandy Turnbaugh

SalesLink Flex

3 Shipped
1 Vote

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Created 20 Mar 21:31 by Will VanderToolen

ServiceLink Flex

1 Shipped
4 Vote

Automated Gatekeeper - Allow creation of PAR when assigning rep to account

We are piloting the automated gatekeeper function. When assigning a rep to an account, you cannot set the PAR at the same time. You would have to assign the rep, then go back in and assign/edit the PAR value. Makes sense to do this in one step.

Created 22 Jun 19:40 by Mike Love

SalesLink / Dealer Idea

0 Shipped
1 Vote

Enable commissions approval based on COTI checklist item completion

To prevent commissions from being approved too early, add the ability to only enable the approval of commissions if certain checklist item(s) in COTI are completed.

Created 05 Mar 19:08 by David Vuong

Commissions Framework

0 Shipped

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