Release: Automatic Deal Assignment & more

Our next release is going live tomorrow Wednesday, June 3rd and includes the ability to automatically assign new Deal Registrations. Here are the details:

Automatic Deal Registration Assignment

In many cases, a Partner’s primary Partner Manager is the one that processes and routes any new Deal Registrations submitted by the channel partner. To speed up approvals, Channeltivity can be configured to automatically assign new Deal Registrations to the primary Partner Manager. This automatic Deal assignment is configured by going to Pipeline > Settings > Pipeline Module Settings > Workflow Settings and checking the “Automatically assign new Deals to the primary Partner Manager” box .

SSO from the Library

Channeltivity’s Outgoing Single Sign-On (SSO) allows your Users to seamlessly log into external applications without having to enter a username or password. We’ve added SSO support to the Resource Library, so you can now create SSO links to easily log into external systems right from within your folder structure. This can be useful if you have files in an existing secure file storage infrastructure that need to be securely included in your Resource Library.

Other Improvements

  • If there are any unassigned Leads, a message is displayed in the System Messages widget and on the Admin dashboard.
  • We’ve improved the performance of the User lister in the Admin module to make it a lot faster.
  • Many small improvements and bugfixes.

As always, there’s nothing that’s needed from you – all customers will be automatically upgraded.