Home and Navigation (Sales Rep)

An overview of the home page and navigation menu of SalesLink - Sales Rep.

Log In to SalesLink - Sales Rep

Log in to CloudLink with your Username and Password, then click the [ENTER] button under SalesLink – Sales Reps. You will be taken to the SalesLink Sales Reps Home page.

Home

The Home page displays a calendar of your activities for the current week. Hover your cursor over an activity to view more details. Use the smaller calendar to the left to change the week displayed.

Below the small calendar are useful links related to your Activities, Customers, Leads and Opportunities, Customer Order to Invoice, Outstanding Issues, and OLGA Leads.

Just above your weekly calendar is a banner displaying your suggested activities for the day. Click on an activity to view its details.

Navigation Bar

At the top of the screen is a navigation bar that can be accessed from anywhere in the application.

On The Go

Hover over the ON THE GO tab to access pages related to your daily Activities, Leads and Opportunities, Territory, and Issues.

Customers

Hover over the CUSTOMERS tab to access pages related to your customer Territory, Activities, Plans, and Competitors.

Pipeline

Hover over the PIPELINE tab to access pages related to your current pipeline Insights, Leads and Opportunities, Sales, and Commissions.

Search

Click on the Search icon and use the filters to find specific information within SalesLink.

Profile

Click on the Profile icon to view/edit your current User Profile information.

Settings

Click on the Gear icon to view/edit your current SalesLink settings.

Quick Links

Click on the Plus icon at the far right to quickly perform basic SalesLink tasks from anywhere in the application.