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Group Package Header and Components Together on Deal Line Grid
Sort the Deal Sheet deal lines so that the package header is above the components and group the components under the header and then identify the header line as such and identify the component line as such.2 Future consideration
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Hide division in Deal Sheet Wizard when no inventory for selected season exists.
In the drop down for division on the inventory tab of the Deal Sheet Wizard show only the divisions that have inventory for the selected season. We have two divisions where we've sold the company and don't sell sponsorship for them anymore and wou... -
Add Ability to Reactivate Deal Lines
It would be useful, as an administrator, to be able to reactivate deal lines that were deactivated by mistake when someone is making changes to a deal sheet rather than having to email help desk. -
Add ability to populate Account fields from Deal Wizard
When filling out the deal sheet, if the account doesn't contain data in corresponding fields then update the account with that data. If it does contain data and it's different, have a button to update the account if needed. -
Enhance Clone Deal Tool
Idea is to improve the deal cloning with some settings form that would ask about what status to put the deal in after cloning, what confidence level, what estimated day to close, etc. Users don't realize that unchecking the "Copy All Years" box wi... -
Add Inventory Item Images & Allow Hover to View Images within KORE Tools (Deal Wizard, Service Console, KONNECT)
I was curious to see if it would be possible to add images to corporate inventory? It would be amazing if a rep was building a deal sheet and could simply roll their tool-tip over an inventory item to see a visual of the actual asset. Is this on t...0 Future consideration
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Email Triggers - Service Console
Is there a way to set up an email to go out to specified employees when certain inventory items get allocated to games? I’m thinking of two examples: 1) Mascot Appearances – once dates are selected for mascot appearances, I’d like our mascot group...0 Future consideration
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Add a "Season" toggle to Deal Summary export
We would like to have the option to toggle the season for the Deal Sheet Summary Report from within the Deal Sheet wizard.0 Future consideration
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Deal Health Check Button
The Deal Wizard and Deal Sheets should have a button to run a “Health Check” on the deal. We have built a business validation report for the Cowboys which runs through a set of about 20 different rules to see if deals have broken any business rule...1 Will not implement
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Create separate Deal Sheets view to show the presence of a Deal but no revenue
Whitecaps want to allow their Ticketing Sales team to have read-only access to Deal Sheets. Current security for deal sheets view also allows some dashboards and tableau related to sponsorship. Whitecaps do not want that. So essentially - create a...0 Future consideration