CloudLink Ideas Portal

Create a Lost Sale Template for PSD Prime Product Reps.

This will enable us and other dealers to track participation rates for reps outside of the machine division. 

  • Mandy Turnbaugh
  • May 24 2018
  • Needs more votes
SalesLink
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  • Mandy Turnbaugh commented
    August 10, 2020 18:37

    Caterpillar is asking for win/loss data from our PSD Division, currently there is no way to provide this using SalesLink.

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  • Jessica Mayher commented
    February 05, 2019 15:51

    Great idea! There are far too many non-relevant fields in current lost sales reporting for Power Systems.

    For power systems lost sales, we only need to know what product did we quote, who did we lose to, and by how much.

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