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Allow Fan Profile customization on Activity screen based on Division or Security Role
Similar to the customization available for contact, account and lead forms, allowing customers to create a more custom fan profile section on the activity screen for multi-team properties and / or for different security roles (like sales rep vs. s...0 Future consideration
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Dual rating fields in the Pipeline Info Section of Deal Sheets – Confidence & Revenue
Currently the rating field is supposed to represent the confidence level an individual has in a deal coming to fruition. This makes it difficult to create true pipeline revenue calculations within the reports. Because with only one ‘rating’ field ...0 Future consideration
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Add Checked Out By to the Contact Search Wizard
The Contact Search Wizard can filter by Ticketing Groups but isn't able to filter further with Checked Out By which would be very helpful. We would like to use it as a way to identify new buyers, via the Ticketing Groups we've set up, who are not ...0 Future consideration
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Ability to add Links as files
Like Trello, where you can add an array of photos, excel and word files, etc. Would be great in the Files sections of a deal to be able to paste a link in the same area instead of just files.0 Future consideration
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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 Future consideration
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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 Future consideration
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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 tha...1 Future consideration
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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 t...0 Future consideration
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Ability to add add-ons per game
If we have multiple games on a deal, we would like to have the ability to add add-ons per game and not necessarily on the overall deal.1 Future consideration
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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.
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Future consideration