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OKR Templates
Many times partners or team members don't have well-defined Objectives for local partners. It would be great if KORE could have a series of templates to choose from based on industry best-practices for measuring partner success.
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Likely to Implement
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Bulk mark assets for Do Not Schedule/Activate
Currently you are able to bulk schedule or deliver assets. Can we create a new option to mass update assets to show one's that should not be executed? Our team is creating a comment for each asset and have asked about having an additional field or...2 Likely to Implement
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Connect Trade Items to Barter Amount
Our company uses the newer version of the sponsorship module which includes access to the pilot "trade items" section. In this section, we can list all assets which are considered trade items as a part of the deal sheet (i.e., the client provides ...0 Needs review
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Show Cost & Rate Information for Scheduled Assets
Around the world, there are currently many events that will be cancelled and we'd like the ability to easily pull a report to understand the rates & costs of each asset that we had PLANNED to deliver at these events. This will help us understa...
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Planned
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No Sync All Activities from CRM
Choose which users activities sync back into KORE. Allow for other activities to not sync to KORE.1 Future consideration
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Allow Extension Fields on Deal Sheet & Deal Lines to Be Surfaced in Deal Manager
Currently, extension fields cannot be exposed in the Deal Manager which caused UI limitations for end users. The preference would be to make these fields visible (they can be visible on the Deal Sheet form), to allow reps to enter the data from th...0 Future consideration
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Add Asset Specs on Task Level
Make asset specs from asset level visible on task level as well. Currently, there is not a way without going back and forth to see the asset specs related to a particular asset. If a user is a non-team member and doesn't have access to asset tab, ...0 Future consideration
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Adding Coordinator Filter to Activate Tableau Reports
We are looking to have a coordinator filter applied to all Activate Tableau reports. With accounts shifts, turnover, and new activation members joining our team, we'd prefer to have these reports filtered by the members working on the accounts, ra...1 Already exists
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Dynamic Search and Filtering in New List Views
The search in all new list views (deal sheets, inventory, etc.) is very limiting in that you can't search for a specific term and see results in every column that search terms appears. For example, if you search by last name ("Pierce") in the deal... -
Add agency fee to deal summary
Create a field for agency fees within the revenue or summary page on the deal sheet0 Likely to Implement