CloudLink Ideas Portal

4 Vote

Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

SalesLink Customer Sales Analysis Enhancement. To enable more effective decision-making and provide a clearer picture of our sales performance within SalesLink's Customer Sales Analysis view, we propose an enhancement to the Customer Sales analysi...

Created 17 Jun 21:00 by Ryan Stevenson

SalesLink

1 Needs clarification
4 Vote

Allow for additional sources for PSE Leads

We would like to have foresight leads sources as a separate drop-down for PSE Unite leads for easier monitoring on service leads.

Created 29 Jul 01:59 by Joanna Chua Li Hui

SalesLink

1 Needs clarification
5 Vote

Enhance UCC management with seamless API integration and AI/ML-driven matching, ensuring efficiency and accuracy

Uploading and matching UCC's in SalesLink is a tedious and mundane process month after month. We are proposing a solution that would not only streamline the upload process for UCC's, but also assist in the matching of UCC's to customer and prospec...

Created 02 Apr 16:25 by Dylan Lightfoot

SalesLink

2 Needs clarification
2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
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
1 Vote

The owner of an account to receive alerts when opportunities are created for Service on that account

The owner of an account may not always know what other departments and Branches are arranging with their customers' fleet and so as new opportunities are created by service departments the Owner of the account (PSSR or ISR) would receive an alert/...

Created 08 Oct 05:26 by Darren McAllister

SalesLink

2 Needs clarification
1 Vote

Recognize expired enrollments using hours

The applications team has informed me that CloudLink does not have the functionality to recognize expired enrollments using hours. I want the system to be able to calculate all enrollment expirations by more than just date. SQL Solution:CASE WHEN ...

Created 15 Aug 16:58 by Enich McStotts

SalesLink

1 Needs clarification
3 Vote

Influencer Divisions - Request for Creating and deleting information

Hi team - I have a couple of queries below in relation to how Influencers are created and deleted across divisions in SalesLink. The main issue we are facing is that all divisions are automatically selected when influencers are created, but when i...

Created 12 Jul 23:44 by Daniel Matthews

SalesLink / New Functionality

1 Needs clarification
4 Vote

View to Customer Loyalty Status

If Dealers are using Customer Loyalty Discounts in DBS/ERPs a way to show the status on the Customer Page. This would highlight to Sales & or Marketing that Customer is "Gold Level Loyalty" etc. "PCC Discount" Should be visual on Customer Pa...

Created 01 Nov 14:53 by Jayme James

SalesLink

1 Needs clarification

CloudLink Ideas Portal

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Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

Allow for additional sources for PSE Leads

Enhance UCC management with seamless API integration and AI/ML-driven matching, ensuring efficiency and accuracy

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

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

The owner of an account to receive alerts when opportunities are created for Service on that account

Recognize expired enrollments using hours

Influencer Divisions - Request for Creating and deleting information

View to Customer Loyalty Status

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

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Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

Allow for additional sources for PSE Leads

Enhance UCC management with seamless API integration and AI/ML-driven matching, ensuring efficiency and accuracy

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

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

The owner of an account to receive alerts when opportunities are created for Service on that account

Recognize expired enrollments using hours

Influencer Divisions - Request for Creating and deleting information

View to Customer Loyalty Status

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