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Equipment CRM - Additional Tools
SalesLink Flex - Additional Filters for Around Me
This feature is available to all SalesLink Flex users.
New filtering options have been added to the “Around Me” feature in SalesLink Flex! With the ability to filter by equipment, account type, outstanding sales activity, and more, sales reps can now better identify how to make the most of their time on the road.
To access these new options, tap the filter icon in the top-right corner of the Around Me screen.
Here’s some additional information about how the new filters behave to help you get the most out of the feature:
- Equipment filters apply to the customer’s fleet.
The “Manufacturer”, “Family”, and “Number of Equipment” options will match equipment within a customer’s fleet, not the individual machines that appear on the Around Me map. - Filters are division-based.
Only equipment that belongs to your division will be displayed. For example, if you select “Motor Grader" from the Family drop-down and customer ABC Construction owns a motor grader in a division other than your own, ABC Construction will not appear in the search results. This ensures that you only see equipment for which you are responsible.
- Filters are temporary.
All filters are reset when you navigate away from the Around Me screen. This ensures that you don’t miss out on results due to accidentally leaving a filter active.