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Attach multiple documents to deal sheets during approval workflow
Often prospects will ask to see different multiple levels of proposal. For example, Option A – $50k / Option B – $100k / Option C – $150k. Currently you can only upload one document at each stage of the workflow. We should be able to upload more t...0 Future consideration
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Be able to create Premium Deal within Deal Wizard
Allow the salesman to create (using a button or link) a Premium Deal while still in the Deal Wizard (sponsorship side) so that it automatically links the Premium Deal to the Sponsorship Deal Wizard. When a sponsor includes a premium/suites item t...0 Future consideration
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Role-Based Hold Management
Implementation of a role-based hold management system in the Suites & Premium Module to provide added control over who can add or remove specific hold types. This caters to the needs of cross-functional teams who use the Premium module while e...0 Needs review
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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 ... -
Event allocations, inventory, and scheduling
The system does not give a partnership marketing member the flexibility to schedule the assets as they are activated. The event list makes sense from an inventory perspective but not for allocating and scheduling the inventory item. For example, I... -
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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Audit Functionality Around Deal Sheet Info
The Cowboys would really like to have audit functionality around Deal Sheet information. This way, they can see how, when and why info has changed related to contacted Deals. Through the NFL audit process this year, I've noticed this has become a ...
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Planned
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Visualizer Locations Unsellable by Default Option
It would be beneficial to have a setting where I can default all locations as unsellable unless a section rate card exists. Currently, the Visualizer displays all spaces as available/sellable, irrespective of the presence of a sellable section r... -
Automated/Recurring Campaigns
Create rules to automatically create and distribute campaign opportunities based on various criteria (e.g. single game ticket purchase). This criteria can evaluated on a scheduled basis and automatically send out the next batch of opportunities to...
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Planned