CloudLink Ideas Portal

3 Vote

COTI Open in New Tab

We are unable to open deals from the search into a new tab. This means we have to continuously open new tabs manually then search for the deals all over again to open multiple tabs.

Created 08 Jan 20:34 by Bryan Nelson

COTI / User Experience and Useability

1 Needs more votes
2 Vote

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Can we adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity. Right now if a sales rep quotes a rental machine the opportunity shows ...

Created 12 Apr 18:30 by Lori Ciccarelli

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
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
2 Vote

Add/Update the API information from TDG

Update the APIs from The Daniel Group (TDP) to mark an issue from a customer survey as complete, once it is closed in TDG website.

Created 07 Apr 18:51 by Joe Swayne

SurveyHub / Dealer Idea

0 Needs more votes
1 Vote

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

We would like the Sales Agreement FOB section to pull from the Winning Configuration "Branch Selection" not the FOB section in the Agreement Editor Section.

Created 25 Jul 18:13 by Lori Ciccarelli

iQuote

0 Needs more votes
1 Vote

Quote auto-close should be configurable

Foley Inc was told that when their iQuote was configured for their dealership some time ago it quotes were hardcoded at 90 days to go from in Progress to No Deal as per their requirements. If it needs to be changed to 120 now it would be an enhanc...

Created 21 Jul 13:51 by Stephen Cavanagh

iQuote / Internal Idea

0 Needs more votes
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
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
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
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

CloudLink Ideas Portal

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COTI Open in New Tab

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

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

Add/Update the API information from TDG

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

Quote auto-close should be configurable

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

Add more categories to Warranty Type

Allow search for Deal ID (Sales ID)

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

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

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Filter by category

Identify yourself with your email address

COTI Open in New Tab

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

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

Add/Update the API information from TDG

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

Quote auto-close should be configurable

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

Add more categories to Warranty Type

Allow search for Deal ID (Sales ID)

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

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