CloudLink Ideas Portal

3 Vote

National Contract/Governmental quote funcationality

Currently, the capability of governmental quotes is really just linked to governmental specific costs (warranty, ect). In recent conversations with Caterpillar, there is a big emphasis on ensuring the National Contract customer receives the same q...

Created 19 Nov 19:11 by Kelly Kotara

iQuote

0
3 Vote

Add the Unit Number and PO to the Advanced search

At Cavpower since they have a lot of mining focus it would help a lot if they could search on a unit number in the quick and advanced search. This would prevent them from going into DBS or having printed documents. Also add the PO number to the ad...

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0
3 Vote

Labor approval screen for multiple cost center, approval group

On the Labor Approval Screen, can we select more than one cost center or more than one approval group on the selection filters?Joe Swayne -?

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0
3 Vote

Estimated close date field in iQuote

We currently rely on the Est. Close date (which is mandatory) in SalesLink to control our opportunities.. Currently there is no Estimated close date field in iQuote so when creating a quote from the source of a lead there is no way to establish th...

Created 11 Nov 22:15 by Darren McAllister

iQuote

0
2 Vote

Integrate COTI with Saleslink Flex

We would like our sales reps to be able to answer, update etc. functions in COTI on the FLEX app when in the field or away from computer.

Created 15 Sep 18:06 by Lori Ciccarelli

COTI / Dealer Idea

0 Needs more votes
1 Vote

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

We would like the Sales Agreement FOB section to pull from the Winning Configuration "Branch Selection" not the FOB section in the Agreement Editor Section.

Created 25 Jul 18:13 by Lori Ciccarelli

iQuote

0 Needs more votes
2 Vote

Opp # showing in subject line of COTI task

My quote group is having issues finding Opp #'s when they receive new task. Is there a way to turn on a feature or build out when a task comes through via email the Opp # would be in the subject line?

Created 09 Sep 14:49 by Eric Bowers

COTI / Dealer Idea

0 Needs more votes
3 Vote

Ability to tie Quote to existing leads and auto convert the lead to opportunity in Sales Link.

Our reps will get a lead, call the customer and go straight to iQuote. In order to be able to tie the quote to the lead, they have to go into sales link first and convert the lead to an opportunity. It would be nice to be able to select the lead i...

Created 23 Oct 21:01 by Mike Love

iQuote

2
3 Vote

To configure Industry Segments when selecting Parts Opportunity

Current Industry Segments only available when selecting Sales & Rental when creating an Opportunity. The drop down product group for parts should be in place for better parts product analysis.

Created 22 Oct 05:49 by Joanna Chua Li Hui

SalesLink

1 Will not implement
1 Vote

Quote auto-close should be configurable

Foley Inc was told that when their iQuote was configured for their dealership some time ago it quotes were hardcoded at 90 days to go from in Progress to No Deal as per their requirements. If it needs to be changed to 120 now it would be an enhanc...

Created 21 Jul 13:51 by Stephen Cavanagh

iQuote / Internal Idea

0 Needs more votes

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