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Expand Suites "Apply Events" Functionality
This is an important feature request for the premium module that needs to be submitted. In the Premium Module, we have a button on the Event List to “Apply Additional Events to Premium Deals”. Right now this does the action somewhat blindly withou...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... -
Make "Since Date" more prominent on Customer Profiles
Add ability to view 'Since Date' as part of the contact dashboard. This should be done when the redesign of the dashboard is completed.0 Future consideration
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Account Purchase History
Can we create a window in accounts that shows the combined purchase history of the contacts associated that account? Could this also be done with activity? This would allow reps to look at the account (company) and see what that company does with ...0 Future consideration
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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
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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
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Add Checked Out Until to Contact Dashboard
Add "Until 07/21/2015" next to the Checked Out portion of the contact dashboard. Simple and easy win.
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Future consideration
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Enable Touchpoint Goals for Accounts
I'd love to see Touchpoint Goals become available for tracking on Account records as well as Contacts. We make Touchpoints available on our Activity screen but no real way to track them towards goals for Sponsors. Associate Touchpoint Goals to Mod...
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Planned
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Multi Division Deal Sheet Opportunities
When building a Deal Sheet from our Activity screen, for MSG we built out a capability to specify a Division then a dollar amount for that division. It had the ability to "add another division" which created a second dropdown where you can select ...
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Already exists