Please include the PSE Type as a field on the Resolved Leads export. This would be added in Column Y of the export next to Cat's PSE ID (ExternalReferenceNo). Currently, we have no way of reporting or measuring our leads and opportunities based on the PSE Type, which Cat uses for Unite mapping.
Justin VAhlborn
| How often would this idea be used? | Monthly |
| 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? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
As a Unite dealer, Caterpillar is measuring our sales funnel. Their Unite data references the PSE type along with our lead/opp #, but we cannot validate as there is no report functionality within SalesLink. |
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