CloudLink Ideas Portal

3 Vote

Create ability to match an Opportunity Record to a UCC Record

Opportunity records and UCC records come from 2 separate sources yet both have the ability for review, closure & submission of a Lost Sales Record. It would be ideal if we could link the 2 documents together to show they both represent the sam...

Created 13 Sep 17:52 by Wendy Spalding

SalesLink

1 Needs more votes
3 Vote

Visibility to COTI info on SalesLInk Dashboard

When a rep logs into Sales Link it would be helpful if it provide them visibility of what they had going on in COTI as well in a summary form; ex: 5 deals in Phase 1 (specific to their phase or other phases - like shipping), 10 deals in Phase 2, 5...

Created 06 Sep 19:42 by Kelly Kotara

SalesLink

1 Needs more votes
1 Vote

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

We would like the Sales Agreement FOB section to pull from the Winning Configuration "Branch Selection" not the FOB section in the Agreement Editor Section.

Created 25 Jul 18:13 by Lori Ciccarelli

iQuote

0 Needs more votes
1 Vote

Quote auto-close should be configurable

Foley Inc was told that when their iQuote was configured for their dealership some time ago it quotes were hardcoded at 90 days to go from in Progress to No Deal as per their requirements. If it needs to be changed to 120 now it would be an enhanc...

Created 21 Jul 13:51 by Stephen Cavanagh

iQuote / Internal Idea

0 Needs more votes
3 Vote

Update Invoice Number when Stock Number is changed.

If the *stock number* value is changed, to require that the invoice number is updated as well. This will prevent deals in COTI from not having a matching invoice number. Another solution would be to wipe the invoice number once the stock number is...

Created 03 Jul 18:19 by Bryan Nelson

COTI

0 Needs more votes
2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Pop-up directions when there is more than one location found

Can we get directions to pop up when there’s more than one location on the screen (in map view- it needs to be zoomed in enough to only show 1 location)

Created 28 Jun 21:14 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Check machine consist pricing against the current machine price list.

When adding a machine into a quote, check the consist pricing in iQuote against the current prices from the machine price list to indicate whether it is current or not.

Created 27 Jun 03:17 by Mark Knight

iQuote

0 Needs more votes
1 Vote

We would like to see the entire description pull in from DBS along with reference numbers.

We would like iQuote to pull down the entire description with attachments. For example MIN HYD EXCAVATOR and the second line with COUPLER, SSL with respective reference numbers visible.

Created 19 Jun 19:43 by Melissa Bonney

iQuote

0 Needs more votes
3 Vote

Route planning

Add a mapping function that allows us to use sales link to plan and map a day in our territory as a territory rep. Able to see job sites and connected assets around you Having the ability to see all our clients on a map and then to be able to map ...

Created 16 Apr 13:20 by Deleted User

SalesLink Flex / Dealer Idea

0 Needs more votes

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