CloudLink Ideas Portal

2 Vote

Add more categories to Warranty Type

Reason for the request is the CAM/PSSR sees the category when they are reviewing the expiring warranty which tells them what is expiring. That way they know if it’s standard warranty that is expiring and they can add ESC, if extended is the warran...

Created 19 Mar 13:24 by Michael Doughty

SalesLink / Dealer Idea

1
3 Vote

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Currently there is no easy way to go straight to the Deal Details in COTI for an individual deal. You have to note your quote # and then navigate to COTI and do a search in order to see the details. In SalesLink opps, we have a 'View in COTI' butt...

Created 21 Dec 16:17 by Deborah Styring

iQuote

1
1 Vote

Expand budget reporting to show misc values

When loading budgets into customers for parts and service the fields for Parts, service and misc. enable the user to load and compare the YTD and budget values side by side in the customer profile. When looking at the territory level the last few ...

Created 06 Jun 05:02 by Darren McAllister

SalesLink

0
2 Vote

Enable COTI to add work tools that are on order to a deal

No description provided

Created 10 Mar 18:49 by Lori Ciccarelli

COTI / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

No description provided

Created 01 Mar 17:05 by Lori Ciccarelli

iQuote / Dealer Idea

0
1 Vote

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Created 30 May 03:01 by Dayton Robson

SalesLink

1
2 Vote

CI-Advansys CAT PSE's tied to the Additional Source campaign.

The CAT PSE leads are tied to the campaign source (CAT PSE Lead). One of the PSE Lead types is (CI-Advansys) which is tied to the (CAT PSE Lead) campaign. Can just this type of PSE be tied to an Additional Source campaign automatically? If so I wo...

Created 25 Feb 15:06 by Brian Sailers

SalesLink / Dealer Idea

1
2 Vote

Add parts and service lead from customers equipment list

When in the customers machine list have the ability to select a machine serial number and add a parts and service opportunity and the serial number and customers details are populated

Created 15 Feb 07:06 by Craig Pilcher

SalesLink / Dealer Idea

0
3 Vote

Create Parallel Workflows that wouldn't impact the Main Workflow

We have several outlying processes that require information to be communicated from the sales department at time of machine sale (from iQuote) that we would like the ability to track and monitor in a workflow similar to COTI. We however do not wan...

Created 05 Nov 17:28 by Kelly Kotara

COTI

3 Already exists
2 Vote

Pulling the correct invoice/agreement number when machine is a trade-in

Incorrect invoice/agreements numbers are shown in COTI when deal is a trade in machine. Currently the logic for retrieving invoice numbers via transaction register is by serial number and if the contract type is sale/rental (LIBD09 / EMPTREG0 wher...

Created 04 Feb 18:20 by Hector Catre

COTI

0

CloudLink Ideas Portal

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Filter by category

Add more categories to Warranty Type

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Expand budget reporting to show misc values

Enable COTI to add work tools that are on order to a deal

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

CI-Advansys CAT PSE's tied to the Additional Source campaign.

Add parts and service lead from customers equipment list

Create Parallel Workflows that wouldn't impact the Main Workflow

Pulling the correct invoice/agreement number when machine is a trade-in

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Add more categories to Warranty Type

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Expand budget reporting to show misc values

Enable COTI to add work tools that are on order to a deal

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

CI-Advansys CAT PSE's tied to the Additional Source campaign.

Add parts and service lead from customers equipment list

Create Parallel Workflows that wouldn't impact the Main Workflow

Pulling the correct invoice/agreement number when machine is a trade-in

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support