CloudLink Ideas Portal

1 Vote

Auto populate division to construction

Auto populate division to construction

Created 16 Apr 13:00 by Deleted User

SalesLink Flex

1 Will not implement
1 Vote

Open Activities Screen Enhancements

I would like to set a default for the open activities page so that when I open it, it goes to the preset default filters.

Created 16 Apr 12:54 by Deleted User

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Make 'Print' button default to print ALL Deal Details on one page - as it is on prem

We have many users who will print out the Deal Details page as part of their deal package. Currently that prints as one page, but in CloudLink, they will now have to print 4 separate pages, which is a waste of time and paper. It seems that printin...

Created 04 Jan 14:07 by Deborah Styring

COTI

1 Will not implement
1 Vote

Fix Financials View to Accurately Reflect Sales & GP - Currently Not Accurate

Currently, the financials or sales analysis section does not accurately reflect the sales amount or GP% for deals that have a trade with an over-allowance. The sales amount should reduce the sales amount and the GP recalculated. We would like to u...

Created 27 Nov 16:10 by Mike Love

COTI

2 Will not implement
1 Vote

Need ability to break down sales analysis totals by PSSR.

We have some very large 'store driven' accounts that do business all over our territory and so multiple reps receive commissions/credit for the sales in their own branch. Currently SalesLink shows the total sales that the customer did for EVERY re...

Created 21 Aug 14:52 by Deborah Styring

SalesLink

3 Will not implement
1 Vote

Show incomplete deals coming from iQuote in the 'In progress' column of the workflow page

For deals that come directly from SalesLink to COTI, any incomplete deals show up 'In Progress' in COTI. However, our deals from iQuote don't show up that way and so have the potential to be lost without that visibility. My previous ticket 19312 w...

Created 21 Aug 13:36 by Deborah Styring

COTI

0 Will not implement
1 Vote

Improved Visibility to RPO Conversion (Process) - Opp. View

Our sales manager had a good idea that perhaps dealers using iQuote and COTI would like. We are using COTI to submit RPO deals to be set up, contract created, etc. RPO is a type in COTI. We are interested in an automated process that when the deal...

Created 05 Jul 15:36 by Mike Love

SalesLink

0 Will not implement
1 Vote

opportunity filter that shows closed opps

having this filter , will allow clarity for end users to see all opps

Created 16 May 16:34 by Deleted User

SalesLink

0 Will not implement
0 Vote

Opportunity Stage Issue - Flex app

Original Ticket TOR-44205 Created 02/07/2020 By Account Foley Equipment When trying to change the status of an opportunity via the Flex app, a message comes up stating you can not change the stage until you choose one product (see attached screens...

Created 04 Dec 01:24 by Court Laslop

SalesLink Flex

0 Will not implement

CloudLink Ideas Portal

Filter by status

Filter by category

Auto populate division to construction

Open Activities Screen Enhancements

Make 'Print' button default to print ALL Deal Details on one page - as it is on prem

Fix Financials View to Accurately Reflect Sales & GP - Currently Not Accurate

Need ability to break down sales analysis totals by PSSR.

Show incomplete deals coming from iQuote in the 'In progress' column of the workflow page

Improved Visibility to RPO Conversion (Process) - Opp. View

opportunity filter that shows closed opps

Opportunity Stage Issue - Flex app

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Auto populate division to construction

Open Activities Screen Enhancements

Make 'Print' button default to print ALL Deal Details on one page - as it is on prem

Fix Financials View to Accurately Reflect Sales & GP - Currently Not Accurate

Need ability to break down sales analysis totals by PSSR.

Show incomplete deals coming from iQuote in the 'In progress' column of the workflow page

Improved Visibility to RPO Conversion (Process) - Opp. View

opportunity filter that shows closed opps

Opportunity Stage Issue - Flex app

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support