CloudLink Ideas Portal

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first year Premier Warranty cost along with all Year 2+ coverages for quick and easy reference, this would save time bypassing a quote and EPP.CAT.COM to quickly view warranty costs.

  • Ryan Stevenson
  • Aug 28 2023
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save minutes of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Please note the "For Example" above.

+increases velocity when quoting and selling warranty

+allows reps to easily access information needed to submit their sales.

  • Attach files
  • Ryan Stevenson commented
    August 28, 2023 20:32

    See attached. Simply make the Extended Warranty Report visible in iQuote to Sales Reps as it can only be viewed in Model Admin.



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