CloudLink Ideas Portal

2 Vote

Allow more flexibility in opportunity status change to won

Currently in SalesLink Flex, the transaction section of an opportunity is non-configurable. Users have 7 fields that are required in the transaction details section of the opportunity when they mark the opportunity as won. We need to be able to le...

Created 09 Mar 15:05 by Jessica Mayher

SalesLink Flex

0
2 Vote

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

When reps add an activity, SUBJECT line is the first field that they need to fill out. Once they fill it out and choose customer, the SUBJECT field automatically gets prefilled deleting what they have entered before to customer name. It is really ...

Created 25 Feb 18:10 by Battogtokh Anu

SalesLink Flex

0
1 Vote

Activity Default

An example where rep is trying to schedule an activity. When you create a new activity the status defaults to "completed", whereas it should default to "outstanding" so that salesmen can schedule forward-looking meeting and better manage their cal...

Created 22 Apr 23:15 by Court Laslop

SalesLink Flex / Dealer Idea

1 Already exists
1 Vote

Item Of Interest Check Box missing on the Create Activity in Flex

When adding a new activity we need the "Item of Interest" box visible to mark if needed when creating the activity.

Created 12 Oct 20:19 by Lori Ciccarelli

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Adding Notes - Lead vs Activity

Adding notes to a lead is trickier than notes to an activity (added step? Click the note to open add a note) . Adding a note should be consistent across the platform. Currently, it is two different ways

Created 30 Jun 21:14 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Enhancements /Connectivity Opportunities around quote management

Are there any opportunities/enhancements with connecting the mobile app to iQuote /PSQ applications. Currently it is not recommended to change a quote status in the app.

Created 30 Jun 15:37 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Mirror "Email Me" function on Activities - same as desktop

No description provided

Created 28 Jun 21:04 by Erica Gladden

SalesLink Flex / Dealer Idea

1
1 Vote

Allow PSSR to update Revenue dollars on 'Service' opps if no PSQ quote exists.

No description provided

Created 20 Jan 14:02 by Deborah Styring

SalesLink Flex / Dealer Idea

0
1 Vote

Allow the ability to add a reservation on a machine within the moble app

No description provided

Created 07 Dec 19:42 by Lori Ciccarelli

SalesLink Flex / Dealer Idea

0
1 Vote

Executive (non-Super user) access for SalesLink Flex

Our current solution for Executives to access SalesLink Flex requires Super User access.This idea is to create a new level of access for SalesLink Flex for Executives, that do not require Super User Access.

Created 18 Nov 16:06 by Hector Catre

SalesLink Flex

1

CloudLink Ideas Portal

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Allow more flexibility in opportunity status change to won

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

Activity Default

Item Of Interest Check Box missing on the Create Activity in Flex

Adding Notes - Lead vs Activity

Enhancements /Connectivity Opportunities around quote management

Mirror "Email Me" function on Activities - same as desktop

Allow PSSR to update Revenue dollars on 'Service' opps if no PSQ quote exists.

Allow the ability to add a reservation on a machine within the moble app

Executive (non-Super user) access for SalesLink Flex

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

Allow more flexibility in opportunity status change to won

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

Activity Default

Item Of Interest Check Box missing on the Create Activity in Flex

Adding Notes - Lead vs Activity

Enhancements /Connectivity Opportunities around quote management

Mirror "Email Me" function on Activities - same as desktop

Allow PSSR to update Revenue dollars on 'Service' opps if no PSQ quote exists.

Allow the ability to add a reservation on a machine within the moble app

Executive (non-Super user) access for SalesLink Flex

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