-
Allocate Deal Cash and Barter Separately
Within the deal manager, total deal revenue can be allocated by asset (or division) but there does not exist the ability to allocate cash and barter revenues separately. Ideally this would exist within the Revenue Allocation tool. This is a busine...0 Needs review
-
Renewal Rollover Tool
The Deal Sheet Roll Over Tool used in the Sponsorship module would be helpful for Suites & Premium as well. Each season, we reach out to every full season loft renewal and want to have a draft deal already created for the sales rep. It helps ...0 Future consideration
-
Update Account/Contact Phone Numbers to use the tel: protocall for one click dialing
On Contact/Account pages where it lists the phone numbers, email addresses, and address, right now only the email is a clickable "mailto:" protocol link which will open the default email app and allow a user to quickly email that person.We would l...3 Future consideration
-
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...1 Likely to Implement
-
Add Hard Costs to Rollover Tool
The deal sheet rollover tool currently takes new rate cards into account when re-prorating deal lines. The rollover tool does not add updated hard costs to deal lines, so we would like to add an option to update hard costs as well.
2
Future consideration
-
Batch Update Coordinator on Deal Sheet
When there is a large org shift or a team member leaves and we need to reassign their deal sheets it would be a huge time saver to be able to update the coordinators on deal sheets via a batch. Currently we have do make changes manually, one-by-on...0 Future consideration
-
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...4 Planned
-
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... -
Re-launch activities to opened TSOs
Functionality in Fan Finder to launch new activities to existing open TSOs. -
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.