CloudLink Ideas Portal

4 Vote

Remove Send Feedback

We would like the Send Feedback option removed from SalesLink Flex. We do not want our end users submitting tickets to Uptake about product enhancements or issues - those need to be filtered by the Uptake Administrators at the dealership - not by ...

Created 03 Mar 21:50 by Jessica Mayher

SalesLink Flex

2 Shipped
5 Vote

Red Overlay For Required Fields

Is it possible to have missing required fields in COTI fill in with a red overlay? This would help significantly with helping users find data that's missing.

Created 31 Oct 18:17 by Bryan Nelson

COTI

1 Shipped
5 Vote

Add the Sales Rep drop down option to the main Workflow page filter.

We have enable our sales reps to view their deals in COTI. We would like them to be able filter on their name only to see the status of their assigned deals.

Created 28 Sep 17:52 by Erica Gladden

COTI

0 Shipped
1 Vote

Allow control of whether an activity is PAR related

In activity group type management, the PAR checkbox currently does not distinguish whether an activity affects PAR. This change will make it so that checked activities will count towards PAR while unchecked ones will not.

Created 29 Jan 21:51 by David Vuong

SalesLink

0 Shipped
5 Vote

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

We have created some campaigns recently that pertain to our ISRs (not MSRs or PSSRs) and there is no way to auto-assign these leads through the batch process. Due to the large amount of customers that ISRs deal with, this means we are creating cam...

Created 14 Aug 17:48 by Deborah Styring

SalesLink / New Functionality / User Experience and Useability

1 Shipped
5 Vote

COTI - Keeping Checklist items when Sales Type changed from Cash Sale to CAT Financed

When changing sales type in COTI from Cash Sale to CAT Financed or vice versa, hold checklist items and update only delta items between sales types.

Created 25 Jul 18:25 by Erica Gladden

COTI

1 Shipped
4 Vote

Multi Value Selection in all Filter headers

It would be nice to select multiple selections in the drop downs in the filter sections.

Created 08 Nov 16:28 by Mike Love

COTI

1 Shipped
4 Vote

Link RPO and the Conversion transaction in COTI

Is there any plan to 'link' an RPO and the Conversion transaction in COTI on side by side tabs somehow like it was on prem? It makes it a bit easier if you have to refer back to the original documents on the RPO transaction. In COTI on-prem, there...

Created 03 Sep 17:47 by Jayme James

COTI

1 Shipped
5 Vote

Make marking an opportunity 'No Deal' In SalesLink easier by removing unnecessary fields.

When marking opportunities "No Deal" there are a few sections that need to be completed before a rep can save the opportunity. You must enter the Est Order Date, Probability of Closing, and a Comment. If a deal is marked as no deal the first two a...

Created 07 Mar 20:03 by Mandy Turnbaugh

SalesLink

0 Shipped
3 Vote

The ability to Add and edit Misc

Misc is read-only. Request is to make it editable. WAdams use it to enter kms for field technicians - In the segment when viewing a list of MISC, We'll add a BBQ icon on the right to give the option to edit or delete. If edit then it will take the...

Created 02 Dec 15:53 by Hector Catre

ServiceLink Flex

0 Shipped

CloudLink Ideas Portal

Filter by status

Filter by category

Remove Send Feedback

Red Overlay For Required Fields

Add the Sales Rep drop down option to the main Workflow page filter.

Allow control of whether an activity is PAR related

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

COTI - Keeping Checklist items when Sales Type changed from Cash Sale to CAT Financed

Multi Value Selection in all Filter headers

Link RPO and the Conversion transaction in COTI

Make marking an opportunity 'No Deal' In SalesLink easier by removing unnecessary fields.

The ability to Add and edit Misc

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

Remove Send Feedback

Red Overlay For Required Fields

Add the Sales Rep drop down option to the main Workflow page filter.

Allow control of whether an activity is PAR related

Allow Batch Leads on Campaigns to be assigned to ISRs and/or a specific individual

COTI - Keeping Checklist items when Sales Type changed from Cash Sale to CAT Financed

Multi Value Selection in all Filter headers

Link RPO and the Conversion transaction in COTI

Make marking an opportunity 'No Deal' In SalesLink easier by removing unnecessary fields.

The ability to Add and edit Misc

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