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Adding a Season Filter on Premium Deal Tab
Adding this filter would make searching for a deal way easier.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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Allow Renaming of three contact fields on the Suite Deal Wizard
Allow clients to name the various contact fields what they want to name them or edit current three contact fields. Is it possible to have your base product just have “Contact 1”, “Contact 2”, “Contact 3” and then all of your clients can change the...0 Needs review
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Allow certain fields to be mandatory on the Suite Wizard
Allow clients to mark certain fields as required (mandatory)….we’d like to make a certain contacts required on the Suite deal wizard, but cannot do so with the current product. -
Role-Based Hold Management
Implementation of a role-based hold management system in the Suites & Premium Module to provide added control over who can add or remove specific hold types. This caters to the needs of cross-functional teams who use the Premium module while e...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. -
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...