CloudLink Ideas Portal

2 Vote

Add link to customer A/R data from COTI for Credit team to aid in approval process.

Our Credit Mgr. is asking if it's possible to have a link to the customer's Account Receivable page (SalesLink) added in COTI. We would want to limit who sees this data, so if it could be added to the 'Credit Release' tab, or maybe on a separate t...

Created 21 Aug 13:18 by Deborah Styring

COTI

0 Needs more votes
2 Vote

Adding a filter to Customer Coverage to remove child accounts

Adding a filter to the Customer coverage screen to be able to remove accounts that have a parent account assigned to them. We have only the parent company assigned a Par Value and the Child "0" par. We use this screen to monitor Customers Not cont...

Created 15 Aug 18:45 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

On workflow, only show the first phase that needs to be completed.

Currently, on the workflows, if the checklist does not have 'hardstops', the deal will show up for all phases that the checklist is not completed. This idea is to create an option so that the workflow only shows the first phase that the checklist ...

Created 14 Aug 14:58 by Simon Slater

COTI

2 Already exists
1 Vote

Gatekeeper - Influencer Delete Automated

Influencer delete requests are the only influencer request not automated today. This would help the gatekeeper from having to switch back inforth with DBS and Gatekeeper depending on the influencer request.

Created 06 Jan 14:38 by Christy Smith

SalesLink / New Functionality

1 Already exists
2 Vote

Ability to assign another sales rep to a lead even if default sales rep and division are shown

Ability to assign another sales rep to a lead even if default sales rep and division are shown. Currently there is capability for the assigned division and sales rep shown on a lead/opportunity. There are times where we need to add an ISR to a Hou...

Created 26 Jul 15:22 by Erica Gladden

SalesLink

2 Will not implement
2 Vote

Ability to add custom role to Workflow filter section

Dealer may have custom work roles (i.e. Finance Coordinator). We would like the ability to be able to add custom work roles as filters in the Workflow for a better view of which deals need to be worked on per role.

Created 25 Jul 18:32 by Erica Gladden

COTI / API, Data or Reporting

2 Needs more votes
2 Vote

Executive View - Advanced Search Add rep assigned to division selected when doing an Influencer List

In Executive view It would be beneficial to add the reps assigned to the divisions selected when doing an Influencer List. It would be a lot easier to remove lines then combine several different files together - to get this result currently I woul...

Created 17 Jul 15:37 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Marking a Quote of Mutliple Deal Opportunity as Lost with another quote marked as Won

In the future we need to be able to mark another product group as lost even is one is marked won. We need to be able to track multiple machine deals within one lead/opportunity without having to create multiple leads/opportunities. Lost sales can ...

Created 13 Jul 12:56 by Bryan Nelson

iQuote

0
1 Vote

Additional CloudLink Console Role

With the new file upload capability in CloudLink Console, it would be ideal if there was a role that can be given to users for File Upload access only. Currently, it's either you give users full access or none at all to the CloudLink Console. We h...

Created 20 Dec 21:21 by Dylan Lightfoot

CloudLink Console / Dealer Idea

0 Needs review
2 Vote

Improved financials (deal sheet) functionality relative to updated GP on deal.

This will require additional discussion, but we would like to see COTI do much more that it does now relative to the deal details sheet and the managing of the GP% prior to invoice. Currently, you get one shot at the financials and that's when you...

Created 05 Jul 15:10 by Mike Love

COTI

1 Needs more votes

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