CloudLink Ideas Portal

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
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
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
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
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
1 Vote

Download Excel of All Group Data

Currently in Condition Monitoring Portal you can only download an excel file of an individual group. To have all groups you have to individually download each group into its own excel file.

Created 10 Oct 14:49 by Austin Black

Condition Monitoring Portal

0

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