CloudLink Ideas Portal

2 Vote

Ability to convert a budgetary quote to an opportunity quote

No description provided

Created 22 Nov 20:08 by David Vuong

iQuote

0 Shipped
7 Vote

Option to select multiple items on a filter drop down

We'd like to see the ability to select multiple selections from a filter drop down list. Ex: we have two types of "rentals" in COTI - NRPO and RPO. If i wanted to just see these i have to toggle between the two. Another example is a sales coordina...

Created 09 Oct 17:56 by Kelly Kotara

COTI

1 Shipped
8 Vote

Eliminate the need for third-party middleware for marketing automation integration

The CRM system should be a hub of our relationship detail and business processes. We have a need to sync a marketing automation platform to the CRM data in order to track the flow from a sent email message to the closing of a deal.

Created 21 Jun 21:49 by Wendy Spalding

SalesLink

1 Shipped
6 Vote

Add Lead - allow users to add contact information if it isn't already on the account

When adding a lead in flex, if there isn't a contact already on the account or the contact is missing a phone number or email, those fields all have a 'lock' icon next to them. Users should be able to add data in the lead/opp and create a gatekeep...

Created 20 Jan 18:18 by Jessica Mayher

SalesLink Flex / Internal Idea

0 Shipped
7 Vote

Add Region Filter on OLGA summary

Currently we have an option to filter by regions in Performance summary and it would be really helpful to have same region filter on OLGA Summary. Otherwise, it's hard for managers to look and filter their own reps since all the reps show up at th...

Created 25 Jan 16:11 by Battogtokh Anu

SalesLink

0 Shipped
4 Vote

Upload Multiple Photos at once in the app

Create a configuration that we can turned on in ServiceLink Flex, to allow users the ability to select Multiple Photos when Uploading on the app. It takes far to long to select and upload each photo individually .

Created 05 Oct 04:41 by Marita Lucas

ServiceLink Flex / Dealer Idea

1 Shipped
6 Vote

Symptoms editing

The ability to edit symptoms on location using the app

Created 04 Dec 05:11 by Hector Catre

ServiceLink Flex / Internal Idea

2 Shipped
5 Vote

Need Totals data & Export Option on Pending Deals report

Unlike all the other views, reports, pages in COTI - the pending deals report does not have any totals at the bottom (total count or revenue total) nor does it have the option to export the page to excel. I'd like to see this implemented. Its not ...

Created 06 May 19:35 by Kelly Kotara

COTI / Dealer Idea

1 Shipped
7 Vote

Allow Admin to check all checklist items

This request is to allow an admin to checkoff any items that don't auto check from DBS feeds, etc. in COTI. There are instances where an exception occurs and items need to be checked to continue the workflow for the deal.

Created 22 Mar 18:33 by Priscilla Fuentes

COTI

2 Shipped
7 Vote

Manager view of Customer Coverage Report by Rep & drillable to Customer Level

Rep level reporting like this is great but we also need to incorporate a Manager view so the Manager can see results by rep in a single list which then could be drillable to the customer level.

Created 22 Mar 13:30 by Wendy Spalding

SalesLink

2 Shipped

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