CloudLink Ideas Portal

9 Vote

Add contact within activity similar to desktop version

Users cannot add a contact once they are in the add activity screen. They can only select contacts that are currently on the account when adding activities

Created 14 Jan 20:35 by Jessica Mayher

SalesLink Flex

1 Already exists
1 Vote

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

SalesLink contacts (contact list) do not sync email addresses listed on customer profile in SalesLink desktop or Flex.

Created 10 Oct 15:43 by Michael Doughty

SalesLink Flex

1 Already exists
7 Vote

Connect a specific campaign to Activity/Lead/Opp

Enable similar functionality to the desktop app where a specific campaign can be selected as purpose in activity and source in lead/opp

Created 14 Nov 18:25 by Guest

SalesLink Flex

1 Already exists
5 Vote

Add cell phone data to contact information

SalesLink Flex currently has the contact's phone # mapped to the office phone. We would like to display the cell phone number as well. The app should identify which number is the office and which number is the cell phone. Also it should allow the ...

Created 12 Feb 18:07 by Jessica Mayher

SalesLink Flex

1 Already exists
5 Vote

Ability to filter equipment by division in the sales icon

When viewing equipment from inventory via the sales icon, the list pulls in the entire equipment family list, for all divisions. We would like the ability to filter by division.

Created 12 Feb 18:02 by Jessica Mayher

SalesLink Flex

1 Already exists
2 Vote

Ability to call on a lead/opportunity contact directly while you are in the lead/opportunity section on app

No description provided

Created 28 Jun 20:57 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Already exists
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

Able to enter activities for prior date/month

There are times where sales reps can't get to entering an activity on the same day it happens.

Created 04 May 18:57 by Erica Gladden

SalesLink Flex / Dealer Idea

5 Already exists
0 Vote

Hyperlink for phone numbers in SalesLink Flex app not working

Original Ticket TOR-59647 Created 01/11/2021 By Account WesTrac - Australia Hi team - is there a reason the phone number fields in the SalesLink flex app can't be clicked on to trigger a phone call? We have hundreds of leads for prospect customers...

Created 04 Dec 01:24 by Court Laslop

SalesLink Flex

1 Already exists

CloudLink Ideas Portal

Filter by status

Filter by category

Add contact within activity similar to desktop version

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

Connect a specific campaign to Activity/Lead/Opp

Add cell phone data to contact information

Ability to filter equipment by division in the sales icon

Ability to call on a lead/opportunity contact directly while you are in the lead/opportunity section on app

Activity Default

Able to enter activities for prior date/month

Hyperlink for phone numbers in SalesLink Flex app not working

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

Add contact within activity similar to desktop version

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

Connect a specific campaign to Activity/Lead/Opp

Add cell phone data to contact information

Ability to filter equipment by division in the sales icon

Ability to call on a lead/opportunity contact directly while you are in the lead/opportunity section on app

Activity Default

Able to enter activities for prior date/month

Hyperlink for phone numbers in SalesLink Flex app not working

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