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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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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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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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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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Re-launch activities to opened TSOs
Functionality in Fan Finder to launch new activities to existing open TSOs. -
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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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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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...