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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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Replacement asset symbol
Like the present symbol for non-contractual assets, please may we looking into creating 'replacement right' symbol which indicates assets that have been swapped for a contracted asset. This is especially important to highlight assets that are bein...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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Event Delivery Report to include Account Contact information fields.
Include Contact Title, Contact Name, Contact Email and Contact Phone fields in the Event Delivery Report. Clients often use the Event Delivery Report to compile call lists or invitation lists. It would be the easiest way to identify who is entitle...1 Future consideration
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Check for Sponsorship Deal Sheet in Suite Approval Criteria
We want to route premium suite deals that are tied to sponsorship deal sheets through different workflow steps, but there is nothing directly available in the Suite Approval Criteria to let me check for this. Having “Deal Sheet” as a criteria opti...0 Future consideration
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Auto-populate the Account Name field based on the Contact on a Premium Deal
Our Archtics integration is based on the Contacts. Therefore, the premium deals are on the Contact instead of the Account. We would like to auto-populate the Account Name based on the information that is stored on the Contact.0 Future consideration
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Strip content between "+" and "@" when applying dedupe logic for email addresses
An increasingly popular feature in Gmail and other providers is the ability to add descriptive text by including a "+" sign in email address without impacting the deliverability of messages. For example, John Doe receives messages sent to both joh...0 Future consideration
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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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No Sync All Activities from CRM
Choose which users activities sync back into KORE. Allow for other activities to not sync to KORE.1 Future consideration
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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...