-
Approval Workflow – Single step backwards instead of full reset
Sometimes individuals will accidentally push something to far through the workflow and need to get back a single step rather than reset the whole thing. Resetting the whole workflow just causes a ton of additional emails sent out as a deal is push...2 Likely to Implement
-
Asset Grouping & Packaging
Packaging in the system is not tailored to partnerships at all. It assumes that a package is a standard set of assets that are consistent for a set of events and then requires an additional line item in the inventory for the package title for easy... -
Copy Tool – Options from one deal to another
Some partnerships have consistent annual options within their deal whether that’s an opt out, ROFR, etc. There should be an ability to copy options to future years like how you can copy billing to future years. -
Customize Deal Page layout
Currently you cannot customize the deal page at all. Be able to choose how the deal page looks, just like you can change the layout of other pages. To start, we should be able to rearrange the order of the sections. It would be a small step toward...0 Likely to Implement
-
Updating deal sheets contact / account entities
Provided a deal wizard is not already in the verbal commitment stage of our workflow, the deal wizard should automatically update with any changes made to the field it shares with the dynamics deal page. For example, the sales director, account ma... -
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... -
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
-
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... -
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 ...
0
Planned