CloudLink Ideas Portal

4 Vote

Automated Gatekeeper - Allow creation of PAR when assigning rep to account

We are piloting the automated gatekeeper function. When assigning a rep to an account, you cannot set the PAR at the same time. You would have to assign the rep, then go back in and assign/edit the PAR value. Makes sense to do this in one step.

Created 22 Jun 19:40 by Mike Love

SalesLink / Dealer Idea

0 Shipped
1 Vote

Enhance "Around Me" feature to allow users to view Equipment Location on assigned Service Leads

We would like the ability for SalesLink Flex Users to view Equipment Locations in the Around Me screen for Service Leads that have a serial number tied to them, where Product Link/Vision Link location information exists.

Created 02 Apr 18:27 by Dylan Lightfoot

SalesLink Flex

1 Shipped
1 Vote

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Created 20 Mar 21:31 by Will VanderToolen

ServiceLink Flex

1 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
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
1 Vote

Enable commissions approval based on COTI checklist item completion

To prevent commissions from being approved too early, add the ability to only enable the approval of commissions if certain checklist item(s) in COTI are completed.

Created 05 Mar 19:08 by David Vuong

Commissions Framework

0 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
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

CloudLink Ideas Portal

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Automated Gatekeeper - Allow creation of PAR when assigning rep to account

Enhance "Around Me" feature to allow users to view Equipment Location on assigned Service Leads

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Red Overlay For Required Fields

Remove Send Feedback

Enable commissions approval based on COTI checklist item completion

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

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

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

Automated Gatekeeper - Allow creation of PAR when assigning rep to account

Enhance "Around Me" feature to allow users to view Equipment Location on assigned Service Leads

Update Manual Time Entries to allow for 1 minute increments instead of only 15 minute chunks

Red Overlay For Required Fields

Remove Send Feedback

Enable commissions approval based on COTI checklist item completion

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

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

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