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This feature is available to all Equipment CRM users. No configuration is required.
Your voice matters!
This feature was put into production as a result of its popularity in the CloudLink Texada Ideas Portal!
The Ideas Portal allows Texada customers to submit and vote on possible product improvements. Join the community today and help shape the future of Texada's products!
Prioritized Service Events, or PSEs, are proactive maintenance alerts generated by Caterpillar and communicated to equipment dealers. As they are an important source of parts and service leads for equipment dealers, Equipment CRM has the ability to ingest Caterpillar PSEs and use them to generate Opportunities – see “SalesLink PSE Integration” for more information!
When publishing a new PSE, Caterpillar will often include additional information about the PSE via an external URL. Previously, this URL would only be included in the Opportunity’s notes as plaintext when the PSE was imported into Equipment CRM. As of this update, this URL is now published to the Opportunity’s Links section instead, making it much easier to access!
Equipment CRM
In Equipment CRM, an “Online Description” Link will now automatically be included for Caterpillar-originated PSE Leads, provided Caterpillar’s PSE team provided such a link. Simply click this link to load additional information about the PSE - no copy-pasting required!
Equipment CRM Mobile
In Equipment CRM Mobile, a new “Links” button has been added to the bottom of the Lead details screen. Tap this button to load the list of links for this Lead, then tap the link you’d like to view to open it in your web browser.
This new feature doesn’t just show links related to PSE leads – it displays all the same links that appear in Equipment CRM, giving field workers a convenient way to access these links with the tap of a button!
