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Package Inception: Package as Component within Another Package
It would be helpful if I had the ability to add an existing package with all its components into another package. Our team utilizes the package functionality significantly and we have noticed there are packages with components that we would like t...0 Planned
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Custom Deal Efficiency Calculations
Ability to customize how the efficiency is calculated on deals. For example, (Net Contract Value - Hard Cost)/Rate Card = Efficiency The functionality should be flexible to allow any type of custom efficiency calculation that can be managed thro...2 Likely to Implement
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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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Limit Sale of Package if Components are Sold Out
Packages and components within a package each contain their own seasonal settings. Packages deprecate from the component inventory, however, components do not have any affect on package inventory. Due to this, inventory may be oversold due to the ... -
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
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Batch Update Coordinator on Deal Sheet
When there is a large org shift or a team member leaves and we need to reassign their deal sheets it would be a huge time saver to be able to update the coordinators on deal sheets via a batch. Currently we have do make changes manually, one-by-on... -
Linked Deals Created by Cloning or Rollover Tool
This should be a simple to implement yet powerful change. There are two ways deals get created from another deal: Clone button or the Copy Forward option of the Rollover tool. Since you are creating a new deal sheet from another deal sheet, why no... -
Automate Sales Type on Deal Sheet from Salesforce Opportunity
In Salesforce, there is a field on the opportunity called "Type". This should automatically populate the "Sales Type" field on the Deal Sheet so that the rep does not have to fill in this field twice - once when creating the Salesforce opportunity...0 Needs review
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Bulk Update contract Stage
Our clients frequently request update to contract stage in bulk. E.g.: https://koresoftware.zendesk.com/agent/tickets/20052 Currently we do this via script: update cset c.kore_contractstageid = 'xxxx'from kore_contract cwhere c.kore_name in ( )0 Future consideration
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Renewal Rollovers - Create New Deal Sheet Stage and Rating Options
At the moment, when creating new deal sheets via the rollover tool for renewal deals, you're allowed to set the new approval step the renewal deal sheets that get generated go to. However, there's no option to set the stage or rating on those new ...1 Future consideration