CloudLink Ideas Portal

2 Vote

Advanced Search - Ability to create exception reports - ie Mailcodes

We have a need to identify Customers who have transacted, or are planning to transact with us (have open transactions or opportunities) who do not have specific mail codes assigned to an influencer.

Created 09 Nov 01:20 by Greg Chard

SalesLink / API, Data or Reporting / Integrations

0 Needs more votes
2 Vote

Adding Reason Dropdown Option to No Lead

Hello - Would it be possible to add a "Reason" dropdown menu (that wasn't a mandatory field) to "No Lead"? Similar to how "No Deal" within opportunities has a reason dropdown option. If possible, the two options we would like to add are as follows...

Created 30 Oct 16:58 by Matt Albanese

SalesLink / Dealer Idea

1 Already exists
1 Vote

Gatekeeper Compatibility code error when attempting Delete

https://jira.uptake.com/browse/TOR-59531 Compatibility code error when attempting to delete via ERP

Created 11 Feb 23:27 by Court Laslop

SalesLink / Integrations

0
1 Vote

Gatekeeper - Influencer Delete Automated

Influencer delete requests are the only influencer request not automated today. This would help the gatekeeper from having to switch back inforth with DBS and Gatekeeper depending on the influencer request.

Created 06 Jan 14:38 by Christy Smith

SalesLink / New Functionality

1 Already exists
2 Vote

Adding a filter to Customer Coverage to remove child accounts

Adding a filter to the Customer coverage screen to be able to remove accounts that have a parent account assigned to them. We have only the parent company assigned a Par Value and the Child "0" par. We use this screen to monitor Customers Not cont...

Created 15 Aug 18:45 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Executive View - Advanced Search Add rep assigned to division selected when doing an Influencer List

In Executive view It would be beneficial to add the reps assigned to the divisions selected when doing an Influencer List. It would be a lot easier to remove lines then combine several different files together - to get this result currently I woul...

Created 17 Jul 15:37 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Sharing data with AGCO

Can Uptake create functionality to send AGCO only Sales Opportunity from iQuote to AGCO’s CRM system? What is needed to create an API to share Lead Information with AGCO?

Created 29 Nov 22:21 by Michael Doughty

SalesLink / Dealer Idea

1
1 Vote

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

We have some divisions that overlap each other and cross sell frequently and the management team would like the ability to multi-select those divisions to see the roll up on Sales Analysis, etc. I don't see a way to do this in Customer Hierarchy e...

Created 27 Oct 19:33 by Deborah Styring

SalesLink / New Functionality

0 Needs more votes
1 Vote

Need to be able to search for warranty by work order number, claim number, and vendor claim number

Need to have be able to search for work orders with other than work order number or ticket number. Suggesting to be able to search by a warranty claim number.

Created 23 Aug 15:20 by Krystal Goodchild

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
1 Vote

Add Delivery Location column to the Lost Sales Report

Every month we upload data to CAT and if we can add delivery location to the column that would save a LOT of data entry time

Created 22 Jul 19:56 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

2 Needs more votes

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support