CloudLink Ideas Portal

2 Vote

Gatekeeper Function

Can you make the request form that the gatekeeper receives show what it was before along with the requested changes? I just see some reps coming back and saying no - change it back.

Created 06 Apr 14:52 by Virginia Johnson

Commissions Framework / Dealer Idea

0 Needs more votes
4 Vote

Create action Bubble for Incomplete Change Requests

Our reps have provided feedback that they'd like to be able to see an indicator of some sort from they main page when a change request requires their attention. Something like a bubble indicator you see on your phone when you have an unread text o...

Created 23 Jan 21:45 by Kelly Kotara

COTI / New Functionality / User Experience and Useability

0 Needs more votes
4 Vote

Install an "Edit All" button in the Quote List to change mutilple estimated delivery dates at one time.

This was a suggestion from one of our Sales Managers. It would be more time efficient to be able to move multiple sales reps quotes to a future delivery date at the same time rather than one by one.

Created 16 Jan 18:29 by Danielle Ricketson

iQuote / New Functionality

0
4 Vote

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

The current functionality only looks at factory warranty end date. We often sell machines with extended warranty (EPP) which means we should be able to only show serial numbers using the max date. Feedback from Peter LeMare "While this is working ...

Created 04 Jan 02:33 by Paul Meyer

SalesLink / User Experience and Useability

0 Needs more votes
3 Vote

Create a secondary drop down for No Lead Disposition

When a sales rep closes a lead as No Lead, more data is necessary to determine the reason behind why the lead was no good. By creating a drop down with choices like "Duplicate Lead" and "Can't reach customer" it would give us more data to improve ...

Created 11 Aug 16:29 by Mandy Turnbaugh

SalesLink / Dealer Idea

0
3 Vote

PAR by Influencer Transfers

Looking for a configuration or management area in SalesLink Exec that would enable the ability to Transfer PARs at the Influencer level to a new sales rep. PAR values are determined by management and not likely to change if a new sales rep is assi...

Created 07 Aug 21:02 by Jayme James

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
4 Vote

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Generally the Customers industry code remains constant by division. By defaulting the industry code on opportunities and lost sale transaction details would improve the experience for users and generally improve consistency of reporting. The infor...

Created 12 Dec 02:37 by Greg Chard

SalesLink

0 Already exists
3 Vote

Change Excel format for exported reports to only have one sheet

When exporting reports from SalesLink the format of the excel creates three sheets - when only one is being used for the data. This create unnecessary clean ups of the excel workbook when merging data and files. We need the workbooks to only have ...

Created 22 Jul 01:49 by Darren McAllister

SalesLink / Dealer Idea

0
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
1 Vote

Add "In Branch Date" Column for all Inventory Tabs

Add "In Branch Date" Column for all Inventory Tabs (Machine - Inventory & Orders, Machines - Inventory, Attachment - Inventory & Orders, Attachments - Inventory, and All Inventory & Orders).

Created 20 Oct 15:16 by Aaron Raebel

Inventory

0 Needs review

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Gatekeeper Function

Create action Bubble for Incomplete Change Requests

Install an "Edit All" button in the Quote List to change mutilple estimated delivery dates at one time.

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

Create a secondary drop down for No Lead Disposition

PAR by Influencer Transfers

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Change Excel format for exported reports to only have one sheet

Improve Expiring Warranties Functionality

Add "In Branch Date" Column for all Inventory Tabs

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

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Gatekeeper Function

Create action Bubble for Incomplete Change Requests

Install an "Edit All" button in the Quote List to change mutilple estimated delivery dates at one time.

Make the Lead - Expiring warranties configurable so we can either select to only show warranties or extended warranties (for example using max dates)

Create a secondary drop down for No Lead Disposition

PAR by Influencer Transfers

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Change Excel format for exported reports to only have one sheet

Improve Expiring Warranties Functionality

Add "In Branch Date" Column for all Inventory Tabs

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