CloudLink Ideas Portal

1 Vote

Search results - enable an ALL Divisions selection for quick access to Customer information

We have a number of users who go into CRM to just view information. To speed up this process we need them to be able to select the 'All Divisions' option from the search results screen instead of only being able to select a specific division.

Created 29 Apr 21:54 by Greg Chard

SalesLink / Dealer Idea

1 Already exists
1 Vote

Reservation Request - use date range to notify users and admin.

To ensure users and admin keep details up to date in both DBS and iQuote an email prompt based around the dates set for the reservation request. As these dates are not linked to DBS then it would be helpful to have notification of expiring reserva...

Created 26 Apr 23:31 by Darren McAllister

iQuote / Dealer Idea

0
1 Vote

Ability to edit revenue field within a lead (Mainly PSE from CAT).

Open up the field to be editable.

Created 06 Apr 14:23 by Brian Sailers

SalesLink / Dealer Idea

1 Already exists
1 Vote

Add list price to iQuote machine listing screen

All information will to determine quote will be then available on one screen.

Created 25 Mar 19:53 by George Norton

iQuote / Dealer Idea

2 Needs more votes
1 Vote

Saleslink: E-mail subject line for leads = Description field

So reps know more about the e-mail lead they've received it would be very helpful if the verbiage entered in the "Description:" field populated the e-mail subject line. Instead of "New Lead" or "Opportunity Reminder" the subject line could have so...

Created 23 Mar 17:38 by David Henson

SalesLink / Dealer Idea

0
1 Vote

Build in ReOpen Quote Request into iQuote

We'd like to see the request to reopen a quote or opportunity built into the common tasks menu in iQuote that would go to iQuote Admin (or a dealer determined list of people). Ideally there would be a reason for quote to be reopened be cause in so...

Created 12 Mar 19:26 by Kelly Kotara

iQuote / Dealer Idea / Integrations

0
1 Vote

Make the ability to create a quote from iQuote Configurable

We'd like to see the ability to turn off the ability for Sales Reps and Power Users to create quotes straight from iQuote. This has been a struggle for us to properly drive the Sales Management Process, if they could only create quote from a Sales...

Created 12 Mar 17:01 by Kelly Kotara

iQuote / Dealer Idea

1
1 Vote

Mandatory field in SalesLink not in iQuote - Reason for win

When winning a deal in iQuote there is so "reason" for the win which is mandatory in SalesLink User has to go back to Opportunity and update details. It would be helpful to have this in iQuote to save a step in the process.

Created 04 Mar 23:21 by Darren McAllister

iQuote / Dealer Idea / User Experience and Useability

0
1 Vote

Add option for assigning sales rep when creating an opportunity

When creating an opportunity there are 4 "assign to" options that are available to be displayed: Login Salesrep Login Salesrep + pop search All Sales rep assigned salesrep + login salesrep can we have a 5th option to choose to set for "assign to" ...

Created 04 Mar 16:44 by Michael Doughty

SalesLink / Dealer Idea / User Experience and Useability

0 Needs more votes
1 Vote

CAT Customer Solutions Quoter API connect to SalesLink

We would like to have the API for CAT Customer Solutions Quoter be linked to SalesLink (Currently it only linked to iMACS). We would like to have the API create an opportunity with the quote attached in SalesLink. Maybe also have the ability to on...

Created 01 Mar 20:46 by Jessica Mayher

SalesLink / API, Data or Reporting

0 Needs more votes

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