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How To Enable Cash App Direct Deposit – Know Direct From Techies
If you want to know how to enable Cash App Direct Deposit , get in touch with the expert team to overcome this kind of glitch. Contact the technical team any time of the day, if this problem is happening with you. Experts of cash app will guide yo...0 Needs review
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Batch Assign Opportunity to Deal Sheet
I'd like the ability to associate an opportunity to a Deal Sheet or Premium Deal en masse. Salesforce and KORE are disjointed when it comes to opportunity creation for these deals, we're having to create the new Deals then manually assign each of ...0 Needs review
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Default sort Contact Search Wizard results by last contact date
Save time when searching - alternative can be to make the results loading process after re-sorting quicker0 Needs review
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Include the "Questions" tab from Archtics in DWA
TM allows teams to add custom questions in Account Manager, and the data lives on the account profile in Archtics. We ask questions during the renewal process regarding playoff ticket access and terms and conditions agreement. It would be helpful ...0 Needs review
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Adding a notification in the suites visualizer for any event when availability gets below a certain number of suites. This would indicate the events that would require dynamic pricing.
Adding a notification in the suites visualizer for any event when availability gets below a certain number of suites. This would indicate the events that would require dynamic pricing.0 Needs review
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The Wild would like to add a Cases Owner column in the Cases Tab in visualizer.
Streamline processes. If all Case information needed when working in visualizer is present, it will reduce the amount of back and forth currently required.0 Needs review
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Hide Event from Visualizer until Announcement Date
It would be great if the Visualizer had logic (or the option to enable logic) to only display events where the Announcement Date is null or on or before the current date. We're running into a bit of a gap with proactive pricing creation vs go-live... -
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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Automate Sales Type on Deal Sheet from Salesforce Opportunity
In Salesforce, there is a field on the opportunity called "Type". This should automatically populate the "Sales Type" field on the Deal Sheet so that the rep does not have to fill in this field twice - once when creating the Salesforce opportunity...0 Needs review
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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