CloudLink Ideas Portal

Jay's Suggestions for SalesLink Mobile

As the schedule page is the default landing page upon logon, can we section it into three sections that show schedule , with top activities ( two), then if someone clicks down into schedule it goes to the full schedule. The other two sections would be top sales recommendations ( count) and top customer prospect details so tied to your schedule.

Another option is to have your sales summary as a tab ( new button), bottom left then schedule , then opportunities , then customers and the ...

It would be interesting to see the first tab be more about a sales summary performance report - number of opportunities , number of recommended targets , top customers and possibly info for the rep ; how they are doing performance wise to the quarter if they operate that way.

  • Deleted User
  • Apr 16 2019
  • Will not implement
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