CloudLink Ideas Portal

11 Vote

Multiple Opportunities for one Activity

Ability to link one Activity to more than one opportunity. IE Quote for new machine and PM proposal

Created 01 Nov 14:51 by Jayme James

SalesLink

4 Will not implement
3 Vote

Migrate Exchange Web Services integration to instead use Microsoft Graph

Background Requests to Exchange Web Services (EWS) will be blocked starting October 1, 2026 (see announcement here). Microsoft recommends that vendors use Microsoft Graph instead.

Created 14 Dec 17:13 by David Vuong

SalesLink

0 Needs more votes
2 Vote

Notes section in Equipment Transfer Pop Ups & Adds

It would be nice to have a required notes section added the equipment or asset transfer pop up to explain why it is being transferred.

Created 14 Jun 21:26 by Sarah Cenedella

SalesLink

1 Will not implement
3 Vote

Only active sales reps appear in sales rep dropdowns when inputting data

Currently, all sales reps appear in data entry dropdowns

Created 22 Nov 15:43 by David Vuong

SalesLink

1 Needs clarification
9 Vote

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Regional managers want to approve/reject account assignment and de-assignment requests before they are submitted to a Gatekeeper for processing in DBS. Today these requests are pushed straight to the Gatekeeper whereby the Gatekeeper sends a scree...

Created 30 Jul 14:03 by Wendy Spalding

SalesLink / Dealer Idea

0 Needs more votes
2 Vote

Equipment Add function

Allowing the model box when adding equipment to be a drop down feature of models in dealers database rather than a type in fitler

Created 05 Jun 18:26 by Eric Bowers

SalesLink

6 Already exists
13 Vote

Expiring Warranties - better visibility/mapping if multiple warranties open

Current issue is that a rep will contact a customer based on the 'Expiring Warranty' functionality in SL - however, there could still be an extended warranty open. There needs to be visibility or a better work flow around this process to avoid con...

Created 02 Feb 17:32 by Kari Cannaday

SalesLink / API, Data or Reporting

0 Needs more votes
11 Vote

Excel Exports - Need to have the columns exported to the right data format

Currently when we extract a report to excel from Saleslink, all of the data comes across as a text file so formulas etc won't work. That means all users need to go through the report and manually configure the columns to the right format before do...

Created 10 Oct 21:37 by Greg Chard

SalesLink

5 Already exists
6 Vote

Add PAR Percentage Report to SalesLink Flex

We would like the PAR Percentage report that is available in Saleslink Executive to be available for Saleslink Sales Rep App

Created 28 Sep 22:37 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

10 Planned - to be scheduled
1 Vote

Add 'Model' in search criteria when searching for Equipment in Search box

Have the ability to look for models in the entire population

Created 21 Nov 06:27 by Paul Meyer

SalesLink

1 Will not implement

CloudLink Ideas Portal

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Filter by category

Multiple Opportunities for one Activity

Migrate Exchange Web Services integration to instead use Microsoft Graph

Notes section in Equipment Transfer Pop Ups & Adds

Only active sales reps appear in sales rep dropdowns when inputting data

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Equipment Add function

Expiring Warranties - better visibility/mapping if multiple warranties open

Excel Exports - Need to have the columns exported to the right data format

Add PAR Percentage Report to SalesLink Flex

Add 'Model' in search criteria when searching for Equipment in Search box

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

Multiple Opportunities for one Activity

Migrate Exchange Web Services integration to instead use Microsoft Graph

Notes section in Equipment Transfer Pop Ups & Adds

Only active sales reps appear in sales rep dropdowns when inputting data

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Equipment Add function

Expiring Warranties - better visibility/mapping if multiple warranties open

Excel Exports - Need to have the columns exported to the right data format

Add PAR Percentage Report to SalesLink Flex

Add 'Model' in search criteria when searching for Equipment in Search box

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