CloudLink Ideas Portal

Create multiple COTI projects from a single SalesLink Opportunity (fleet deal)

Current CloudLink functionality does not allow multiple COTI deals associated to one Opportunity where an iQuote exists.

We are proposing iQuotes be associated with multiple machines in a single SalesLink Opportunity (fleet deals), this will in-turn allow  multiple COTI deals to be linked to a single SalesLink opportunity.

A detailed SOW is attached from when Hastings Deering had this functionality implemented. (we did not use iQuote then) We suggest the majority of the functionality & back-end work has already been developed & only need be adapted to CloudLink

  • Mark Courtenay
  • Nov 8 2019
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  • Kelly Kotara commented
    November 19, 2019 19:01

    Interested in this concept, commenting to follow along.



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