CloudLink Ideas Portal

1 Vote

Create a R-12 column for the Revenue and GP Analysis View/Report

Our operating managers are used to viewing data in a R12 metric. They asked if this could be added to this view. Also, for OLGA reports, could it have R12 sales v future R12 Opportunity.

Created 16 Jan 15:58 by Mike Love

SalesLink

1 Already exists
1 Vote

Linking multiple opportunities to 1 activity

Often our reps that deal with large Customers will be managing multiple opportunities on the 1 site. They can cover off multiple opportunities as part of the single call. It will be beneficial to have the ability for them to link multiple oppoortu...

Created 23 Nov 00:51 by Greg Chard

SalesLink

1 Already exists
1 Vote

Add Sub Category Column to Change Request

I would like to add the Sub Category as a column on the Change Request Report view in COTI. When we are reporting on this data, currently we can only see and drill down in the main Category as that is all that we see. That Sub Category is a critic...

Created 04 Oct 16:01 by Kelly Kotara

COTI

2 Already exists
1 Vote

Link back to survey results (Ipsos) from Issue detail screen

When trying to solve a customer issue raised via a survey response, we often need to go to the individual survey for details. Currently we need to go to the Cat Survey History screen, find the issue to open the Ipsos site. It would be easier if we...

Created 06 Sep 00:29 by Paul Meyer

SalesLink

0 Already exists
1 Vote

Add 'Opportunity Close Date' to Opportunity screen

This date should indicate when the customer will make a decision (whether to go ahead or not). Having this info enables us to create an 'overdue opportunities' view (or 'soon to close opportunities') which assist in reps focusing on the right oppo...

Created 15 Aug 00:51 by Paul Meyer

SalesLink

1 Already exists
1 Vote

Better organize invoicing detail for invoicing team to speed up process

Currently, admin/invoicing team must search/hunt for all associated costs with the deal in the different areas of the deal details sheet.. We suggest organizing this information in a more intuitive way to speed up and improve the accuracy of the i...

Created 03 Aug 15:05 by Mike Love

COTI

1 Already exists
1 Vote

COTI should breakout Overallowance (from Trade In area) as a cost

Currently, the admin must know to look in the trade in area to find the overallowance to account for it in the deal. This should be broken out and displayed with other costs/items to be accounted for when invoicing the deal.

Created 03 Aug 15:02 by Mike Love

COTI

0 Already exists
1 Vote

Documents attached to a quote, should flow over to COTI in Documents section

We are missing key documents b/c they are attached to the quote and don't go over to COTI documents i.e. POs. Obviously, reps can enter notes and send emails to the admin team and the admin team should always go into the quote to check, but this d...

Created 03 Aug 14:34 by Mike Love

COTI

1 Already exists
1 Vote

Add generic comments field to deal worksheet, include in overall status view of deals

In another idea submitted to show all deals in a view with items remaining to be completed, it mentions also having a comments field. Dealers need this to add context/color to the deal so managers understand what's going on. For instance, the Ship...

Created 03 Aug 13:34 by Mike Love

COTI

0 Already exists
1 Vote

Need ability/configuration to make Trade Section of COTI not editable by certain user roles

We are experiencing some problem with trade equipment information being removed causing a problem with the checklist that is tied to that info. We need the ability to make these fields and the YES/NO radial buttons not editable by certain roles.

Created 13 Apr 14:26 by Kelly Kotara

COTI

0 Already exists

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