CloudLink Ideas Portal

Enhance "Around Me" feature to allow users to view Equipment Location on assigned Service Leads

We would like the ability for SalesLink Flex Users to view Equipment Locations in the Around Me screen for Service Leads that have a serial number tied to them, where Product Link/Vision Link location information exists.

  • Dylan Lightfoot
  • Apr 2 2024
  • Shipped
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Some people (2-4)
What problem is your idea trying to solve?

This idea aims to address the inefficiency and inconvenience of manually tracing equipment locations tied to service leads by providing SalesLink Flex Users with the ability to view Equipment Locations in the Around Me Screen for equipment tied to their assigned leads.

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  • Admin
    David Vuong commented
    April 18, 2024 19:53

    We're currently looking into adding the ability to filter by whether a data point has an associated open opportunity / lead.



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