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Form Data in Marketo
The Marketo REST API documentation indicates that data related to Forms is available (https://developers.marketo.com/rest-api/assets/forms/). We would find it beneficial for Forms data to be included in the standard Marketo DWA build.0 Needs review
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Assign Deal Member from Deal/Batch Update
We'd like the system to assign Konnect Deal Members based on the Coordinator(s) listed on the deal. If automatic assignment is not viable - as an alternative we'd like to suggest the ability to batch update Konnect Deal Members.The Deal Members be...0 Needs review
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Archtics Attendance Reporting Filter Ability
In the attendance data that feeds through from Archtics, the overall figures on accounts are incorrect. This stems from the inclusion of XTRA events which aren't necessarily used, MONEY events which is used to track the funds paid, along with Non ...0 Needs review
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Merge deals under the same account
When an account has 2 deals in PSS, it comes over to KONNECT as 2 deals as well. It would be nice to merge these deals together so that all assets for 1 partner live in the same place.
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Needs review
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Lost Deals shouldn't be inactive
Needs a little fleshing out, but I think that Closed Lost sponsorshop deals should NOT be inactive, only deals closed in error should truly be inactive. We need another active Deal Status for "Closed Lost" (like Draft, Proposed and Contracted). Al...2 Needs review
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Fan Finder Rep Sorting
A button to do opposite alphabetical order so that the names at the bottom don’t always get less activities… ☹Or even better if you could sort yourself so that your veteran reps can get more and inside sales set to get less.I know you can change t...0 Needs review
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Add Related TSO / Activity to Premium Deal Page
Currently you cannot access the TSO and related activities from the Premium Deal sheet. You can log activities that are related to the deal, but not the TSO that is associated. If you are able to access that TSO record on the activities screen th...1 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...1 Likely to Implement
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Add Quantity into the Assets Section of the Deal Info
In addition to the quantity being shown when you click on the delivery of the asset, it should also appear in the default view when you click on the "Assets" tab of a deal0 Needs review
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Manage Restrictions for Touchpoint to Goal Calculation
Ability to manage restrictions on which touchpoint activities end up counting as points toward the touchpoint goal, based on user or user department. Currently if I have two goals on file and any user logs a touchpoint activity within the start/en...