CloudLink Ideas Portal

5 Vote

Gatekeeper function - Separate Cash sale and credit account requests

The management of credit and cash sale accounts is managed by different teams. It would be beneficial if these requests could be separated out and assigned to different groups in the gatekeeper function. Thanks.

Created 07 Nov 22:40 by Greg Chard

SalesLink / New Functionality / User Experience and Useability

1 Needs more votes
4 Vote

Dodge Integration - view projects by rep

Is there a way to build in a table to allow Dodge data to be displayed by county by rep? Currently all Dodge data is viewable by all reps. They have to continually use the filters to see their territories. We would like to be able to segregate the...

Created 27 Feb 19:54 by Jessica Mayher

SalesLink / Dealer Idea

2 Needs more votes
1 Vote

Add mandatory 'Type of Sale' field with picklist of 'Replacement Machine' and 'Addition to Fleet'

iQuote needs a mandatory field at quote named 'Type of Sale' at the header level requiring the rep to select from the following picklist of values: Addition to Fleet Replacement Machine The 'Type of Sale' field needs to be added to the Quote List ...

Created 06 Feb 19:48 by Justin VAhlborn

iQuote

0 Needs more votes
5 Vote

Ability to assign requests by request type as well as region / rep

We are looking for the ability to manage the request workflows by both the request type, and the rep / region in instances. This would mean we can have more flexibility around which work groups are responsible for managing the requests, with the i...

Created 25 Sep 03:02 by Greg Chard

SalesLink / New Functionality

0 Needs more votes
5 Vote

Make Opportunity View more valuable to sales managers and save rep's time.

Our sales mgrs and reps spend a good deal of time managing the opportunity pipeline view. That being said, there are some basic improvements that could be made that would improve the UX of the tool and enhance the value. We spend too much time cli...

Created 27 Aug 14:59 by Mike Love

SalesLink

4 Needs more votes
3 Vote

Link Leads/Opportunities where same product or work has been created for a customer

We receive PSE leads from CAT and often the work that is proposed as part of the lead has already been identified by the PSSR and an Opportunity already exists. Currently we call the CAT lead a no lead with no connection to the opportunity and the...

Created 12 May 23:45 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Enhance quote editor to allow changes to the model description.

Currently there is nowhere in the quote editor to change the model description and still send through DocuSign. For example, 305-WJ which is the price list model.

Created 12 Jan 05:48 by Mark Knight

iQuote

3 Needs more votes
4 Vote

Modifying Leads created from Condition Monitoring from Service to Part sales

When we identified an issue with a customers equipment a lead is raised via condition monitoring to flag for the service manager to engage with the customer to sell a service option to correct the minor issue. The lead when created is nominated as...

Created 25 Oct 04:15 by Darren McAllister

SalesLink

1 Needs more votes
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
3 Vote

Gatekeeper - Ability to choose equipment models via drop down and/or add missing models to DBS

Hello Uptake, I have an idea on a way to improve Gatekeeper. When adding new equipment a common error is “invalid model information”. If there is a way to create a drop down for reps to select those or for gatekeeper to automatically check and add...

Created 11 Mar 19:15 by Erica Gladden

SalesLink / Internal Idea

1 Needs more votes

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