Customer Search
      Back to home
      1. Texada Knowledge Base
      2. Sales & Service: Tools
      3. Customer Search

      Customer Search Overview

      An overview of Customer Search.

      Log In to Customer Search

      Log in to CloudLink with your Username and Password, then click the ENTER button under Customer Search. You will be taken to the SalesLink Customer Search 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, when available.

      Navigation Bar

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

      On The Go

      Click the On The Go tab to access pages related to your daily Activities, Leads and Opportunities, and Territory.

      Search

      Click on the Search icon and use the filters to find specific information within Customer Search. Click the Search button to view a list of search results. Click the Customer Number to view more information on that customer.

      Click the Division field in the top-left corner of the customer information screen to filter the customer menu by Division. The sections of the Customer Menu contain the following areas:

      • Insights – View all leads and surveys.
      • Assets – View rental equipment, equipment list, service letters, work orders, and iMACs projects.
      • Activities – View all outstanding and completed activities.
      • Basics – View customer information, job sites, and documents.

      You can also access the Customer Menu when viewing a Lead or Opportunity. To do so, click the Menu icon next to the customer name.

      Some sections allow you to add entries, such as Leads or Equipment. To do so, click the Plus icon .

      Profile

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

      Quick Links

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