CloudLink Ideas Portal

1 Vote

Sales Mgmt - Lead and Opp Performance - team view addition (collapsible)

Please consider adding sales reps in the far left column then nesting the sources under each rep. If this can be done be sure allow the nesting to be collapsed showing only reps and their closure rates as a whole REP/Source No Lead No Deal Lost Wo...

Created 29 Jan 18:45 by Paul Phillips

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Reservation Requests Distributed by Region

When a sales rep puts in a reservation request it would be helpful for that request to be sent directly to their specific sales coordinator instead of getting sent to ALL coordinators.

Created 21 Jan 23:33 by Danielle Ricketson

iQuote / Dealer Idea

0
1 Vote

Add preferred contact method to influencer's

In the Influencers area we populate various contact methods including Mobile, email etc. To help identify how our customers prefer to be contacted it would be helpful to have a preferred method of contact to assist with email campaigns. To flag th...

Created 21 Jan 01:11 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

CIM - Updating the issues notification and alert emails to clarify expectations

The current email messages for issues don't inform the recipient of expectations. We have clear standards around issue resolution that need to be met and are driving for Saleslink to be the single tool for customer issues management. The opportuni...

Created 20 Jan 23:31 by Greg Chard

SalesLink / Dealer Idea

2
1 Vote

Allow PSSR to update Revenue dollars on 'Service' opps if no PSQ quote exists.

No description provided

Created 20 Jan 14:02 by Deborah Styring

SalesLink Flex / Dealer Idea

0
1 Vote

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

Need a configuration that allows the indicated payment terms on a quote (Sale vs RPO or Cash vs Finance vs RPO) to be visible on the quote list in iQuote and the pipeline opportunity lists in Sales Link. To further utilize these lists, we'd like t...

Created 19 Jan 21:49 by Kelly Kotara

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

RSA Program Global Selectability

Currently, RSA global items are hardcoded by program ID, which does not allow for new programs to be handled as Global. Modify program logic to allow select-ability of RSA programs to be handled as global and un-editable.

Created 14 Jan 21:57 by Court Laslop

iQuote

0
1 Vote

New role level: The General Role

Currently we have a Public role and a CMA Role. Public role level access EquipmentLink and the CMA role in Condition Monitoring does not have access to create a case. Only EL Administrators can add a case. The new General Role would be an addition...

Created 13 Jan 15:59 by Hector Catre

Condition Monitoring Portal

0
1 Vote

SalesLink - Influencer Record

Please note the following when it comes to existing Influencer records in SalesLink: 1. Influencer Type list is still duplicated as per the attached picklist - need to remove the records which contain the alpha codes 2. Influencer Title field need...

Created 17 Dec 21:08 by Hector Catre

SalesLink

1
1 Vote

Delivery date and Commissioning date

In an opportunity is there a way to add a delivery date and a commissioning date we need this for our business as they use it for payment and forecasting

Created 17 Dec 21:04 by Hector Catre

SalesLink

1

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