CloudLink Ideas Portal

Adding required machine type for created leads

Leads - For all construction, forestry and paving leads, we need to have a new sorting function - When you add a lead and review the resolved lead report. We want to add a field called machine type which will be a required field. The field selections will need to be as follows: GCI CCE BCP-CORE WORKTOOLS OTHER (See attachments for screen shots.)

  • Erica Gladden
  • Jan 22 2019
  • Attach files
  • Court Laslop commented
    May 09, 2022 18:12

    Yes, Unite only applies to CAT leads, do you require this functionality for Non-CAT leads as well? Unite is the newest version of CAT's Lead API integration and is not yet ready for dealer consumption. We are working with CAT on these changes.

  • Erica Gladden commented
    April 25, 2022 20:42

    I am not familiar with the CAT Unite API handle. I am assuming this would be only for CAT Leads?

  • Court Laslop commented
    April 25, 2022 18:31

    Erica, do you think this is still needed, or would the CAT Unite API handle the requirements for this?



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