CloudLink Ideas Portal

1 Vote

Move PSE leads from queue to SalesLink

Move PSE leads from queue to SalesLink We are going to be downloading PSE leads from Cat. Platform will be downloading the leads.This epic is to move the leads from a 'staging' area into SalesLink.

Created 01 Sep 14:45 by Hector Catre

SalesLink

0 Shipped
1 Vote

Customer Profiles - Automation

Customer Profile - Definition Customer > Basics (left nav) > Customer Profile > Equipment Potential & Part and Service Potential Not the whole Customer Profile Page 1 elements to this:- Our swing or theirs Active . Dormant a/ New- Def...

Created 17 Aug 08:09 by Hector Catre

SalesLink

0 Shipped
1 Vote

Gatekeeper - Ability to edit incomplete/invalid change requests

More about automated. People that are doing it manually can do it as they're entering it. We need to refine requirements.

Created 17 Aug 08:07 by Hector Catre

SalesLink

0 Shipped
1 Vote

Make Customer Suggestions configurable

If we wanted to hide/remove the 'expiring warranty' suggestions only, is that possible? Additionally, can we do this for only one division or would it affect all divisions?

Created 05 Sep 15:37 by Jayme James

SalesLink

1 Shipped
1 Vote

Add an export to excel button

We need an export to excel button on the customer rental equipment page.

Created 29 Aug 19:13 by Jessica Mayher

SalesLink

0 Shipped

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