CloudLink Ideas Portal

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

Update Invoice Number when Stock Number is changed.

If the *stock number* value is changed, to require that the invoice number is updated as well. This will prevent deals in COTI from not having a matching invoice number. Another solution would be to wipe the invoice number once the stock number is...

Created 03 Jul 18:19 by Bryan Nelson

COTI

0 Needs more votes
3 Vote

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

Can we make it easier to edit the revenue in a won opportunity? Users have to go into each opportunity, manually re-open it and save. Then they get access to the revenue field to be able to edit it. An 'edit all' function would help looking at the...

Created 01 Jul 14:40 by Jessica Mayher

SalesLink

0 Will not implement
2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Pop-up directions when there is more than one location found

Can we get directions to pop up when there’s more than one location on the screen (in map view- it needs to be zoomed in enough to only show 1 location)

Created 28 Jun 21:14 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Ability to call on a lead/opportunity contact directly while you are in the lead/opportunity section on app

No description provided

Created 28 Jun 20:57 by Erica Gladden

SalesLink Flex / Dealer Idea

1 Already exists
2 Vote

Allow lead stage to be changed even if there is no product entered on the lead

When you create a campaign and create batch leads in saleslink there is no opportunity to put a product onto that lead. In Saleslink Flex if there is not a product it will not let you change the stage of the lead from "Lead" to No Lead or to an Op...

Created 23 Jun 19:27 by Greg DeWalt

SalesLink Flex / Dealer Idea

0
3 Vote

User Preference for Customer Search

Create a new user preference function for search preferences. Currently a search defaults to 'customer name' however some users may prefer a different search default (e.g. Serial No, Customer No). This would allow every user to select their prefer...

Created 27 May 00:43 by Mark Courtenay

SalesLink

1 Already exists
1 Vote

Check machine consist pricing against the current machine price list.

When adding a machine into a quote, check the consist pricing in iQuote against the current prices from the machine price list to indicate whether it is current or not.

Created 27 Jun 03:17 by Mark Knight

iQuote

0 Needs more votes
3 Vote

Configurable Lost Sale Form

The ability to add fields to the Lost Sale Entry Form and Lost Sales Report within Saleslink would greatly improve the use of Lost Sales for our Bus Sales Group. For example, we would name a field Blue Bird Quote Number or just Reference Number to...

Created 14 May 19:30 by Bryan Nelson

SalesLink

1 Will not implement

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