CloudLink Ideas Portal

1 Vote

Bulk delete opportunities / leads, activities, and issues

After accidentally batch creating leads, it is currently not possible to bulk delete them.

Created 14 Jan 16:52 by Stephen Cavanagh

SalesLink / Internal Idea

0 Planned - to be scheduled
17 Vote

A way to batch activities that are not associated with a Campaign

Marketing would like to know how to batch activities that are not necessarily tied to a campaign. They do not want to have to create a campaign for some of the "one-offs" cases where they may have a group of activities that are not related to a sp...

Created 14 Mar 15:21 by Erica Gladden

SalesLink / New Functionality

1 Planned - to be scheduled
9 Vote

Drag/Drop Activities

The ability to drag/drop activities to different working days on a calendar view would make things easier for reps instead of having to go into the activity then edit and save.

Created 21 Jan 16:18 by Eric Bowers

SalesLink / New Functionality

0 Planned - to be scheduled
15 Vote

Prioritised Service Events

We're currently in the process of interfacing PSE's (Prioritised Service Events) into SalesLink. The data in the lead is missing info (available in the PSE) which means the PSSR's have to manually add this.

Created 20 Oct 22:36 by Paul Meyer

SalesLink

4 Already exists
2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
2 Vote

Move Division Column next to the Customer Number Column for search results

To enhance the UX of SalesLink and prevent users from accidentally clicking on the incorrect division for a customer number, it would be better if we could have the Division identifier moved to alongside the Customer number in the display table. R...

Created 06 Aug 02:16 by Stuart Bell

SalesLink

1 Needs more votes
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
14 Vote

Add daily notifications to reps for outstanding leads.

Reps need to be reminded to act on leads they have not acted on in Saleslink.

Created 09 Oct 18:34 by Chris Giannaris

SalesLink

3 Already exists
4 Vote

Allow for additional owner types when batch creating activities

Date of Request: Septempber 1, 2023 Company requesting Wagner Contact at company requesting Ashley Gross Timing of ask for this to be useful to the company As soon as it is useful we can adopt it within our process Products impacted SalesLink What...

Created 28 Sep 14:06 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

1 Already exists
3 Vote

Need to connect HCL Notes Calendar to SalesLink

Holt of California uses HCL Notes. We need to integrate the calendar from HCL notes with the Calendar in Saleslink. Same as outlook is working.

Created 23 Feb 00:49 by Gail Dryden

SalesLink

3

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