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3 results found

  1. Add Option to Duplicate or Save New List (when you're in an existing list) in List Builder

    Add an Option to Duplicate a List or a Save New List Option when you're in an existing list. If I want to create two lists that are similar, I have to create a brand new list every time. It would be great to edit an existing list, make changes, and save as a new list. Similar to what you can do with updating a favorite report and saving it as new or updating an existing.

    1 vote

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    0 comments  ·  Custom Reporting  ·  Admin →
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  2. Add Outlet Grouping Option in List Builder

    Add an option for Account Outlet Group in List Builder. You have to add outlets one by one, so it would be great if all of your outlets can be populated and you can remove the unnecessary ones with an X. This would be similar to how the List builder functions with Salespeople when you add your Seller Group. You see all of the sellers and have the options to remove sellers with an X.

    1 vote

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  3. Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend

    Vendors they want data pulled from for Customer Facing Reporting:
    • Analytic Owl (I have contacts)
    • Veritone (I have contacts)
    • Simplifi
    • Recrue Media - https://recruemedia.com/
    • Gulf Coast Web - https://gulfcoastweb.com/

    1 vote

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