CloudLink Ideas Portal

2 Vote

Allow lead stage to be changed even if there is no product entered on the lead

When you create a campaign and create batch leads in saleslink there is no opportunity to put a product onto that lead. In Saleslink Flex if there is not a product it will not let you change the stage of the lead from "Lead" to No Lead or to an Op...

Created 23 Jun 19:27 by Greg DeWalt

SalesLink Flex / Dealer Idea

0
3 Vote

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

Can we make it easier to edit the revenue in a won opportunity? Users have to go into each opportunity, manually re-open it and save. Then they get access to the revenue field to be able to edit it. An 'edit all' function would help looking at the...

Created 01 Jul 14:40 by Jessica Mayher

SalesLink

0 Will not implement
1 Vote

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

Currently if we copy from an existing quote that has a piece of inventory in it where that piece of inventory is no longer in stock iQuote gives an error.

Created 12 Jun 05:35 by Mark Knight

iQuote

0 Needs more votes
1 Vote

Improvement to Need By date handling

Currently there is a "Need By" date that is captured when a parts order is made. This field defaults to a value that we have control over via a configuration setting. The problem we are encountering is that this does not take into account non-work...

Created 06 Jun 13:22 by Barry Brandes

ServiceLink

0 Needs more votes
1 Vote

Expand budget reporting to show misc values

When loading budgets into customers for parts and service the fields for Parts, service and misc. enable the user to load and compare the YTD and budget values side by side in the customer profile. When looking at the territory level the last few ...

Created 06 Jun 05:02 by Darren McAllister

SalesLink

0
3 Vote

User Preference for Customer Search

Create a new user preference function for search preferences. Currently a search defaults to 'customer name' however some users may prefer a different search default (e.g. Serial No, Customer No). This would allow every user to select their prefer...

Created 27 May 00:43 by Mark Courtenay

SalesLink

1 Already exists
3 Vote

Configurable Lost Sale Form

The ability to add fields to the Lost Sale Entry Form and Lost Sales Report within Saleslink would greatly improve the use of Lost Sales for our Bus Sales Group. For example, we would name a field Blue Bird Quote Number or just Reference Number to...

Created 14 May 19:30 by Bryan Nelson

SalesLink

1 Will not implement
1 Vote

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Created 30 May 03:01 by Dayton Robson

SalesLink

1
3 Vote

Auto tag customer account as Governmental

In the CL version of iQuote, you can auto tag the customer being quoted by adding a code in DBS to identify the customer as a Corporate Account. It would be nice to do the same think for Governmental customers. Governmental customers and quotes re...

Created 25 Apr 19:04 by Mike Love

iQuote / API, Data or Reporting

4
3 Vote

Route planning

Add a mapping function that allows us to use sales link to plan and map a day in our territory as a territory rep. Able to see job sites and connected assets around you Having the ability to see all our clients on a map and then to be able to map ...

Created 16 Apr 13:20 by Deleted User

SalesLink Flex / Dealer Idea

0 Needs more votes

CloudLink Ideas Portal

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Allow lead stage to be changed even if there is no product entered on the lead

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

Improvement to Need By date handling

Expand budget reporting to show misc values

User Preference for Customer Search

Configurable Lost Sale Form

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Auto tag customer account as Governmental

Route planning

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 lead stage to be changed even if there is no product entered on the lead

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

Improvement to Need By date handling

Expand budget reporting to show misc values

User Preference for Customer Search

Configurable Lost Sale Form

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Auto tag customer account as Governmental

Route planning

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