CloudLink Ideas Portal

3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

0 Needs more votes
3 Vote

Need UCID Extra Detail field to be searchable and referenced in Advanced Search reporting

We need to be able to search by UCID and have the UCID listed in Advanced Search reports such as the Account List.

Created 26 Apr 22:51 by Court Laslop

SalesLink / API, Data or Reporting

0 Needs more votes
3 Vote

Change map to meaningful pins like older version

Google map pins can be edited. Currently the map pins are similar color and don't have any identifying letter (S=Store), etc .Change them back to the way the previous version was. See attached. We have two pins that are almost exactly the same col...

Created 26 Apr 22:49 by Joe Swayne

ServiceLink / User Experience and Useability

0 Needs more votes
5 Vote

Display Lost Sales Comment field when exporting the data

Many times our reps will document comments about the lost deal without putting deal specific details in the appropriate fields. We would like to have visibility to these notes collectively so we can address them with the lost sales record creator ...

Created 27 Mar 19:26 by Wendy Spalding

SalesLink / Dealer Idea

0
5 Vote

Sort Worktools category in iQuote from New to Rental to Used.

I'm not sure if all dealers have a tab specifically for worktools in iQuote or not, but currently there is not a configuration to default all New worktools to the top of the page. Right now, worktools aren't sorted at all like machines are.

Created 05 Mar 23:05 by Danielle Ricketson

iQuote

0
6 Vote

Create a setting that will allow reps to share all their quotes with another rep

When a rep retires, we would like to be able to share ALL of the retired rep's quotes with the new rep that is replacing him/her. We currently have to manually edit each historical quote to manually share it OR we have to change the rep's profile ...

Created 12 Feb 15:48 by Jessica Mayher

iQuote / New Functionality

1
2 Vote

Quoting Templates that allow for a machine to be chosen when creating from the template

Sometimes we have units that are listed on our websites with specific configurations and/or work tools that we would like the ability to create a quote template for to streamline the process for our Sales Reps to quote these setups to customers.

Created 25 Apr 17:41 by Dylan Lightfoot

iQuote

1 Needs clarification
5 Vote

Add cell phone data to contact information

SalesLink Flex currently has the contact's phone # mapped to the office phone. We would like to display the cell phone number as well. The app should identify which number is the office and which number is the cell phone. Also it should allow the ...

Created 12 Feb 18:07 by Jessica Mayher

SalesLink Flex

1 Already exists
5 Vote

Ability to filter equipment by division in the sales icon

When viewing equipment from inventory via the sales icon, the list pulls in the entire equipment family list, for all divisions. We would like the ability to filter by division.

Created 12 Feb 18:02 by Jessica Mayher

SalesLink Flex

1 Already exists
1 Vote

Gatekeeper queue to display what application the request came from

We need to be able to determine when a request is coming from ServiceLink. It appears that they all get lumped into the Customer Search bucket

Created 13 May 19:45 by Jessica Mayher

SalesLink

0 Needs more votes

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