CloudLink Ideas Portal

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
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
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
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

Ability to edit equipment notes via gatekeeper function

Currently there is no way to update the equipment notes via Saleslink requests. We need the ability for reps to request updates to the equipment notes in Saleslink and have them processed through to the ERP via the gatekeeper automation. Even if i...

Created 29 Oct 22:45 by Greg Chard

SalesLink

3 Already exists
4 Vote

Add Button to Create customer influencers list from the campaigns page

When creating a campaign in Saleslink (see screenshot), once the customers have been added to the campaign. ADD a button to create/export the list of customer influencers with their contact information, including email address.

Created 26 May 21:51 by Joe Swayne

SalesLink / Dealer Idea

1 Already exists
1 Vote

Made Notes

Create a page similar to Made Activities for Notes so you can view all your Notes you created in either an Opportunity or a Lead for a specific month.

Created 22 Apr 23:30 by Marciano Vasquez

SalesLink

1 Already exists
5 Vote

Gatekeepers should have the power to be able to remove divisions from prospect accounts

Gatekeepers should have the power to be able to remove divisions from prospect accounts. Often our reps add a division to a prospect account by accident, then when it's time to merge prospect accounts to DBS accounts we cannot until we put in a ti...

Created 03 Sep 18:22 by Rebecca Zanfardino

SalesLink

1 Already exists
4 Vote

Permanent search option under main menu bar

Search is the most used function in SalesLink and by hiding this behind a button slows down the process.

Created 30 Aug 06:19 by Paul Meyer

SalesLink

0 Already exists

CloudLink Ideas Portal

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Prioritised Service Events

Add daily notifications to reps for outstanding leads.

Allow for additional owner types when batch creating activities

Equipment Add function

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

Ability to edit equipment notes via gatekeeper function

Add Button to Create customer influencers list from the campaigns page

Made Notes

Gatekeepers should have the power to be able to remove divisions from prospect accounts

Permanent search option under main menu bar

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

Prioritised Service Events

Add daily notifications to reps for outstanding leads.

Allow for additional owner types when batch creating activities

Equipment Add function

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

Ability to edit equipment notes via gatekeeper function

Add Button to Create customer influencers list from the campaigns page

Made Notes

Gatekeepers should have the power to be able to remove divisions from prospect accounts

Permanent search option under main menu bar

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