-
Add ability to Merge from the KORE Contact Search Wizard
Merging from the Contact Search Wizard would eliminate the rep having to re-search the contact in the contact entity and be able to marge from the search results. I believe this functionality was available in the legacy prodcut.0 Future consideration
-
KORE Activity Screen: Add ability to cancel an Appointment and schedule a new activity at the same time
A rep schedules an appointment, but then the lead cancels the appointment on the rep. The rep doesn’t have an easy way to either: Cancel that appointment and create a new phone call in the SAME opportunity Convert that open appointment into the n...0 Future consideration
-
Add a separate Activity Screen button to determine whether a conversation took place or not
Add field to Activity to indicate conversation and have two buttons on bottom of call screen Save - Had Conversation (sets flag) Save - VM/No Conversation (flag is null) -
When going to ASSET section, have the option to default to "Last Created" or "Most Used" - not alphabetical
When going to ASSET section, have the option to default to "Last Created" or "Most Used" - not alphabetical0 Future consideration
-
Form Data in Marketo
The Marketo REST API documentation indicates that data related to Forms is available (https://developers.marketo.com/rest-api/assets/forms/). We would find it beneficial for Forms data to be included in the standard Marketo DWA build.0 Future consideration
-
Merge deals under the same account
When an account has 2 deals in PSS, it comes over to KONNECT as 2 deals as well. It would be nice to merge these deals together so that all assets for 1 partner live in the same place.
0
-
Manage Restrictions for Touchpoint to Goal Calculation
Ability to manage restrictions on which touchpoint activities end up counting as points toward the touchpoint goal, based on user or user department. Currently if I have two goals on file and any user logs a touchpoint activity within the start/en...0 Future consideration
-
Tie Assets to Partnership Objectives
Within the OKR section of the platform, users should be able to tie assets in the deal to the objectives easily within the Key Results Section0 Future consideration
-
Holistic Asset Fulfillment Report
A holistic asset delivery/task report would be extremely helpful within Konnect. Ideally what I'm looking for is a report which gives me full insight into the status of a partner's assets and their road to fulfillment. I'm imagining the output of ... -
Sync solicit_emailfrom Archtics into CRM/PSS
When both the club and the stadium use TicketMaster, membership purchases as well as retail/casual ticket purchases about both bought across into Kore through the Archtics integration (TM sync the membership/retail databases on their side). This i...0 Future consideration