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Deal Sheet and Deal Wizard Search Results Additional Fields
Is it possible to show more details/fields when searching for an Account, Contact, or Opportunity when in the Deal Wizard and when editing a Deal Sheet? If there are multiple 'Bob Smith' contacts or accounts in CRM, when I search for that name all...0 Needs review
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Approval Workflow – Single step backwards instead of full reset
Sometimes individuals will accidentally push something to far through the workflow and need to get back a single step rather than reset the whole thing. Resetting the whole workflow just causes a ton of additional emails sent out as a deal is push...2 Likely to Implement
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Add "Last Activity Date" to the To-Do List
Add a column for "Last Activity Date" on the To-Do List to show reps the last time they reached out to their prospect. This will be helpful for reps because it will allow them to know how long it has been since their last call without having to go...17 Planned
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Lego ideas just for you
Lego thoughts is progect wherein consumers communicate their thought by mixing a written outline of this thought along with a sample Lego fan version that shows the notion into a job page. When the page is printed it's viewable to other consumers....0 Needs review
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Re-launch activities to opened TSOs
Functionality in Fan Finder to launch new activities to existing open TSOs. -
Asset Grouping & Packaging
Packaging in the system is not tailored to partnerships at all. It assumes that a package is a standard set of assets that are consistent for a set of events and then requires an additional line item in the inventory for the package title for easy... -
Copy Tool – Options from one deal to another
Some partnerships have consistent annual options within their deal whether that’s an opt out, ROFR, etc. There should be an ability to copy options to future years like how you can copy billing to future years. -
Added functionality to bulk edit tool
Create the ability to re check-out contacts as you reassign TSOs/Activities. Ability to reassign TSOs/Activities to multiple reps (similar to how this functions in Fan Finder) at one time Visibility into bulk edit log with added functionality to c... -
Customize Deal Page layout
Currently you cannot customize the deal page at all. Be able to choose how the deal page looks, just like you can change the layout of other pages. To start, we should be able to rearrange the order of the sections. It would be a small step toward...0 Likely to Implement
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Display SRO (SeatGeek) Client Types on Contact Dashboard
Display "Client Types" on Contact Dashboard similar to how to "Account Types" are displayed in Archtics. Also it would be beneficial to be able to query contacts based on client types from within the Fan Finder. See example screen shot from SRO3 Future consideration