Renewal Rollover Tool

The Deal Sheet Roll Over Tool used in the Sponsorship module would be helpful for Suites & Premium as well.

Each season, we reach out to every full season loft renewal and want to have a draft deal already created for the sales rep. It helps to have a template for them to start from rather than relying on them to create the deal sheet.

Bonus - it would reserve that loft location from the very start and build out pipeline reporting.

This method/tool helps us keep track of our sponsorship deals, why not premium too?

  • Erica MacKenzie
  • Apr 8 2021
  • Future consideration
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