CloudLink Ideas Portal

6 Vote

Update uninvoiced machine serial number details from DBS into COTI via the stock number

For machines in stock and on order that have not been invoiced update the serial number using the stock number. Ideally this would be a live update. Refer to ticket 3581498696 that states "For deals not to be invoiced during this overnight batch, ...

Created 08 Oct 01:43 by Mark Knight

COTI

2 Needs clarification
1 Vote

A COTI deal can update its opportunity's estimated revenue

Background Estimated revenue values on opportunity records can become inaccurate due to changes later in a deal's lifecycle. This compromises won opportunity reporting accuracy, especially where a dealership / division is only using SalesLink and ...

Created 10 Feb 14:47 by David Vuong

COTI / SOW

0 Needs clarification
1 Vote

Add competive data to this report for won sales reporting

We would like to be able to add some fields where the reps can add competive data on won sales. When they have a won sale we would like for them to be able to tell us the competitor, the model and the price.

Created 11 Oct 15:41 by Janet Perry

COTI

2 Needs clarification

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