CloudLink Ideas Portal

5 Vote

Support for ONE configurator

Caterpillar has a ONE configurator that some dealers are looking to use instead of the CAT configurator.

Created 06 Mar 14:50 by David Vuong

iQuote

1 Needs clarification
3 Vote

Add visibility to reservations for machine and customer in quote

At least when marking 'Lost' or 'No Deal' adding visibility to reservations the rep has on the quoted machine and quoted customer. At the time they marked it, is when a next step action is needed to manage reservations, linking visibility to that ...

Created 25 Sep 15:30 by Jordan Monroe

iQuote

2 Needs more votes
2 Vote

Show Scheduled Checkbox to filter Monthly Work orders

Currently the "Show Scheduled" checkbox does not filter the segments/ops displayed on the Technician Dashboard and shows all monthly segments and operations regardless of whether they are scheduled or not. Ideally the Show Scheduled checkbox shoul...

Created 08 Jan 03:42 by Shannan Jackson

ServiceLink

1 Needs more votes
10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
1 Vote

Competitive Intel

The capture of competitive intel is critical to the dealer during the quoting process, as well as to Caterpillar for the establishment of pricing and support. Currently I only know of reporting competitive intel after we won or lost the quote. It ...

Created 24 Apr 21:22 by Jordan Monroe

iQuote

1 Needs more votes
4 Vote

Make customers purchase order number searchable

It would help save our users and customer some time if the customers purchase order number in iMacs was searchable.

Created 05 Jun 23:21 by Lynn Chou

iMacs

1 Needs more votes
3 Vote

Ability to add division to customer AND generate a sales rep assign request at the same time

Currently, sales reps cannot generate an "Add Division" request and a "Sales Rep Assign" request at the same time. The user must first submit the "Add Division" request and wait for it to be processed and loaded into SalesLink before submitting a ...

Created 17 Sep 20:03 by Dylan Lightfoot

SalesLink

0 Needs more votes
2 Vote

MSR and PSSR Customer Assignment History

We'd like rep assignment history in SalesLink. If Rep A was assigned as an MSR for a customer until February of 2023 and Rep B took over that account as MSR in March of 2023, we'd like to track that.

Created 03 Jan 19:12 by Corbin Buchholz

SalesLink

0 Needs more votes
6 Vote

Allow all users access to submit notes without making them an Admin in Equipmentlink

You can submit notes in Condition Monitoring in the Notes section but you have to be an Admin in Equimentlink in order to have a Submit Note button. Give this feature to all users without making them an Admin.

Created 23 Oct 20:40 by Tonya Blessing

Condition Monitoring Portal

0
19 Vote

Quotes with CSA Reporting

Caterpillar is requesting details of Quotes and Won deals that contain a CSA. What would be the process to get an exception report for deals submitted with CSA details? We have a report for deals sold with a CSA, but not one that shows % quoted (o...

Created 29 Nov 16:03 by Jayme James

iQuote

6

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