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Allow Editing of Batch Remarks
Batch remarks are the best way to know what you included in a particular batch without having to open it. However if you forget to leave remarks when you run the batch, its blank forever. PLEASE allow the ability to edit the remarks for a batch af...0 Planned
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Bulk Creation of Deal Sheets For Sales Process
Teams would like to bulk create Deal Sheets at the beginning of the sales process and assign them to team members, similar to the ticketing end. The expectation would be that no Deal Lines would be created as a part of this process, but this would...0 Future consideration
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Display Package Header to Components in a Deal Sheet
Similar to the Deal Wizard, it would be helpful to visualize which deal lines were added as a result of a package on the Deal Sheet. Currently the deal sheet contains all deal lines but there is no way to identify which deal lines are package head...0 Future consideration
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Packages/Inventory Items that auto-add additional items based on criteria
We would like to be able to set up inventory items and packages that automatically add additional items based on set criteria (IF/THEN). For example, if client purchases quantity 5 of Item A, THEN Item B is automatically added to deal and is free ...0 Future consideration
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Display the Component Package Header within Deal Sheet.
In the Deal Sheet there is not an easy way to identify if an inventory item is a package/component/or regular line item.In order for end user to identify if the inventory was added as part of a package (and what package) they have to look at the i... -
Ability to add 'Barter/VIK' field to the Activity Screen
A common request from the APAC clients is to be able to note the barter/VIK amount on the KORE Activity screen as the deal opportunity gets to the later stages of the pipeline process. The visibility of this field should be configurable from the "...0 Future consideration
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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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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... -
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