This feature enhancement is designed to start the transition of managing Fan to Sales Rep relationships from Archtics to the FanThreeSixty platform, specifically within the Programs product.
Permissions
Initial relationship management requires permissions depending on the user type.
If a user is a manager they can manage all aspects of a relationship and or lead. If a user is an associate they can only change their assignment and or relationship.
Below is a diagram showing permission logic for this release.
Updating Relationships
In the Programs section of the fan profile, users with the appropriate permissions can modify the relationship and assignment for a lead.
By clicking “Update Relationship” you will be prompted to select a new rep to manage the relationship for a fan.
Updating Assignments
In the Programs section of the fan profile, reps with a lead assignment can transfer their assignment to another rep who is assigned to the same program.
By clicking “Update Assignment” you will be prompted to select a new rep to be assigned.
Programs
When selecting the team members that will be in a program, any team members that have a relationship established with a fan will now have an “FanThreeSixty” option, as well as any other relationship types that have been formed through ticketing data. More information about the lead assignment options can be found here.
Future Developments
Managers will be able to bulk update relationships, either transferring them from one rep to another or distributing them among multiple reps.
If you have any questions or feedback about this new feature, please contact your Client Success representative. We value all input and will share it with our team that focuses on enhancing our products every day.