CloudLink Ideas Portal

3 Vote

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

Can we make it easier to edit the revenue in a won opportunity? Users have to go into each opportunity, manually re-open it and save. Then they get access to the revenue field to be able to edit it. An 'edit all' function would help looking at the...

Created 01 Jul 14:40 by Jessica Mayher

SalesLink

0 Will not implement
3 Vote

Configurable Lost Sale Form

The ability to add fields to the Lost Sale Entry Form and Lost Sales Report within Saleslink would greatly improve the use of Lost Sales for our Bus Sales Group. For example, we would name a field Blue Bird Quote Number or just Reference Number to...

Created 14 May 19:30 by Bryan Nelson

SalesLink

1 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 4

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 4 - Phase editing (...

Created 26 Oct 21:10 by Hector Catre

iMacs / Dealer Idea / Internal Idea

2 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 3

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 3 - Calendar Sync T...

Created 26 Oct 21:09 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 2

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 2 - Multi-Date Edit...

Created 26 Oct 21:01 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
3 Vote

Create visibility that customer account is a corporate account

Every DBS dealer uses the TEPS Dealer Code field and Account Type field to identify the account as a Corporate Account. Can we use these fields to create an on-screen notification that the account viewed is a corporate account?

Created 09 Mar 15:23 by Wendy Spalding

SalesLink Flex

2 Will not implement
1 Vote

Make Shop Get Ready Form and BOL more of a live Document

Do they plan to have the Shop Get Ready form be more of a live document? ID#’s update from the IQuote to the SGRF? Same with the BOL? More of a live document?

Created 31 Oct 21:42 by Lori Ciccarelli

COTI

2 Will not implement
2 Vote

Closing Probability Column

Is it possible to add Closing Probability as a column on all of the Opportunity report screens?

Created 13 Mar 21:07 by Bryan Nelson

SalesLink / Dealer Idea

0 Will not implement
2 Vote

Assign multiple reps to a single opportunity

This mostly impacts our Power Systems group. When working on opportunities and bids, we typically have multiple bidders who are covered by different sales reps. It would be great if we could assign all of the reps whose customers are involved to t...

Created 14 Nov 15:48 by Eae Wang

SalesLink

1 Will not implement
2 Vote

Ability to notify via email (or text) all assigned reps of an account in Sales Link.

We see value in being able to create a notification that goes out all assigned reps of an account. Examples would be credit notification of demand letter going out, help with collecting a bill, etc.

Created 12 Aug 13:27 by Mike Love

SalesLink

5 Will not implement

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