CloudLink Ideas Portal

1 Vote

Add competive data to this report for won sales reporting

We would like to be able to add some fields where the reps can add competive data on won sales. When they have a won sale we would like for them to be able to tell us the competitor, the model and the price.

Created 11 Oct 15:41 by Janet Perry

COTI

2 Needs clarification
2 Vote

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Having the system auto populate ship to changes done in IQuote over to COTI and vice versa even after the deal is won.

Created 20 Mar 21:39 by Jessica Carey

COTI

0 Needs more votes
2 Vote

Request to include a link to the deal and reference of the task record ID in the Task (Approval) auto-generated email

Currently, Task (Approval) auto-generated email only has the Stock, EQ model and Customer references. It would help the Sales team if a link to the COTI deal is added to this email. Similar to the link in the Change Request auto-generated email. A...

Created 09 Nov 22:51 by Maureen Aberilla

COTI

1
2 Vote

Quick responses to COTI notifications

Because the notification email from COTI is sent from a non-existent mailbox, recipients cannot reply directly and instead must work around it. An example workaround is to forward the email to the sales coordinator who then needs to upload the ema...

Created 18 Sep 15:14 by David Vuong

COTI / New Functionality / User Experience and Useability

0
2 Vote

Need the ability to transfer deals won to prospect customers to DBS customers

When deals are won in iQuote to a prospect customer we want the ability to transfer these to a DBS customer when it is available. This would also apply to PSQ quotes won to a prospect customer.

Created 24 May 00:10 by Mark Knight

COTI

0
1 Vote

Add Net Balance Due Column to COTI WorkFlow

Add Net Balance Due Amount Column to COTI Workflow View and Financial Views

Created 23 Apr 18:44 by Erin Balzer

COTI

0 Needs more votes
2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
1 Vote

Improved support for downloading large files

Large files in COTI can sometimes cause issues when the user is attempting to download them.

Created 10 Jan 21:22 by David Vuong

COTI

0 Needs more votes
1 Vote

Shipped but not SCORED report to only apply to New Cat machines, make AA

Non-Cat and used machines do not get scored to Caterpillar and need to be excluded from the Shipped but No SCORE date report.

Created 06 Dec 02:12 by Mark Knight

COTI

0 Needs more votes
1 Vote

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Definition: Cancel Deal function needs to no longer automatically create a Change Request that is assigned to every role by default.Please see the referenced report for the overuse of this default setting: Reasoning: Inundating people with a large...

Created 28 Aug 15:44 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0

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Add competive data to this report for won sales reporting

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Request to include a link to the deal and reference of the task record ID in the Task (Approval) auto-generated email

Quick responses to COTI notifications

Need the ability to transfer deals won to prospect customers to DBS customers

Add Net Balance Due Column to COTI WorkFlow

Add the customer's name into the cancelled deals report

Improved support for downloading large files

Shipped but not SCORED report to only apply to New Cat machines, make AA

COTI - Cancel Deal - DO NOT automatically create a change request for every role

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

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Identify yourself with your email address

Add competive data to this report for won sales reporting

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Request to include a link to the deal and reference of the task record ID in the Task (Approval) auto-generated email

Quick responses to COTI notifications

Need the ability to transfer deals won to prospect customers to DBS customers

Add Net Balance Due Column to COTI WorkFlow

Add the customer's name into the cancelled deals report

Improved support for downloading large files

Shipped but not SCORED report to only apply to New Cat machines, make AA

COTI - Cancel Deal - DO NOT automatically create a change request for every role

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