CloudLink Ideas Portal

1 Vote

Include the deal cancellation reason and notes in the system generated email

When cancelling a deal in COTI, Include the deal cancellation reason and notes in the system generated email

Created 20 Jul 04:34 by Mark Knight

COTI

0
3 Vote

Ability to filter Date in Performance Summaries by multiple months

Currently, we are only able to filter by Full Year in Sales Performance Summary and Full Year, YTD, and a single month in Parts and Service Performance Summary. It would be a great feature to be able to select QTR or even multiple months to see co...

Created 27 Sep 21:13 by Tracy DiStefano

SalesLink

0 Needs more votes
1 Vote

Allow search for Deal ID (Sales ID)

Deal ID is visible in the URL in COTI but nowhere else. It would be good if you could search by this unique identifier, like you can with Quote #, Opportunity # etc.

Created 14 Jul 06:25 by Sheldon Newey

COTI

0
3 Vote

Modify Estimated Close date - on reps opportunity list

Currently we can modify the "Est. Delivery date" of the opportunity when viewing the entire representatives list of opportunities. This is initiated by an "Edit ALL" button at the top right side of the list. We would also like to adjust the estima...

Created 24 Sep 02:57 by Darren McAllister

SalesLink / New Functionality

0 Needs more votes
3 Vote

Create ability to match an Opportunity Record to a UCC Record

Opportunity records and UCC records come from 2 separate sources yet both have the ability for review, closure & submission of a Lost Sales Record. It would be ideal if we could link the 2 documents together to show they both represent the sam...

Created 13 Sep 17:52 by Wendy Spalding

SalesLink

1 Needs more votes
3 Vote

Add Outlook integration into the Sales Link Sales Rep Calendar

Create an integration of Outlook Calendar with Sales Link Calendars.

Created 09 Sep 19:13 by Mandy Turnbaugh

SalesLink

0 Already exists
3 Vote

Visibility to COTI info on SalesLInk Dashboard

When a rep logs into Sales Link it would be helpful if it provide them visibility of what they had going on in COTI as well in a summary form; ex: 5 deals in Phase 1 (specific to their phase or other phases - like shipping), 10 deals in Phase 2, 5...

Created 06 Sep 19:42 by Kelly Kotara

SalesLink

1 Needs more votes
3 Vote

Give dealer more control/hands on when it comes to quote format

We'd like the ability to have more control on what quote format(s) we use. I'd like to manage that at the dealer level vs working with Uptake to manage the formats. Ideally, each user would be able to pick their format from 4-6 choices (again, tha...

Created 05 Sep 19:55 by Kelly Kotara

iQuote / New Functionality

1
3 Vote

Map the description for rental and used attachments on stand-alone quotes.

When reps are quoting just an attachment by itself (not attached to a machine), the description is not mapping in the consist area of the quote. Instead it is just mapping the reference number twice.

Created 23 Aug 22:17 by Danielle Ricketson

iQuote

0
3 Vote

Canned Reports / return excel files

expose canned reports via the cloudlink api instead of just raw data add an option to have the apis return excel files instead of JSON

Created 16 Aug 20:43 by Derek McConomy

Reporting API

0 Needs review

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