CloudLink Ideas Portal

Ability to view complete sales funnel

For dealers using Sales Link, iQuote and COTI, there currently is nowhere to view a complete sales funnel. I've attached a rough mock up. But, a dealer should be able to view all opportunities not quoted, opportunities quoted/not submitted and deals submitted to COTI by status with dollars, units, etc. I realize we now have the APIs to build reports like this, but it should be part of the CRM package. 

  • Mike Love
  • Jun 18 2019
  • Needs more votes
  • Attach files
  • Mike Love commented
    September 17, 2019 19:51

    This seriously hasn't gotten one other vote? Sales Link is a CRM platform and when using it with COTI, you cannot get a full sales funnel view. 



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