Equipment CRM

Integrations

• Requesting the CAT Prime Product V3 API
• Marketing Integrator - SalesLink Lead Creation Rules
• Marketing Integrator
• Dodge Integration For SalesLink
• SalesLink - Outlook Integration
• Marketing Integrator - Contact Enrollment
• Equipment CRM - e-Emphasys Integration
• UCC Data

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Executive - Pipeline

• Commissions (Executive)
• Sales (Executive)
• Campaigns (SalesLink - Executive)
• Insights (Executive)
• Leads and Opportunities (Executive)

Executive - Customers

• Competitors (Executive)
• Plans (Executive)
• VIDEO: Bulk Import Prospects

Sales Rep - On The Go

• Leads and Opportunities (Sales Rep)
• SalesLink - On The Go - Account Plans
• Territory (Sales Rep)
• Activities (Sales Rep)
• Issues (Sales Rep)

Executive - Getting Started

• Home and Navigation (Executive)
• SalesLink Reports
• SalesLink - Executive: Automated Customer Segmentation

Sales Rep - Pipeline

• Insights (Sales Rep)
• Sales (Sales Rep)
• Commissions (Sales Rep)

Executive - Secured Modules

• Manage - PSE Type Mapping
• Manage - Opportunity, Activity and Issue Status
• Manage - Opportunity Source
• VIDEO: PAR Configuration
• Manage - Issue Alert Recipients
• Manage - Leads/Opps Recipients
• Manage - Secured Modules
• Manage - Activity Group Type / Activity Type

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SalesLink Flex

• Schedule
• Sales
• Introduction to SalesLink Flex
• More
• Customers

Executive - On The Go

• Issues (Executive)
• Territory (Executive)
• Customer Profiles (Executive)
• Activities (Executive)
• Key Indicator Dashboard (Executive)

Sales Rep - Getting Started

• Home and Navigation (Sales Rep)

Getting Started

• Reduce The Admin Burden For Your Gatekeeper

Sales Rep - Customers

• Competitors (Sales Rep)
• Add Territory Plan
• Plans (Sales Rep)
• Territory Changes