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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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