Partnership Intelligence: Sponsorship

Getting started

• Sponsorship module overview
• Schedule or record an activity (Activity screen)
• Create invoices and record payments (Billing Manager)

Setup

• Create seasons
• Create events and event lists
• Create rounds for tentative postseason events
• Add new inventory items
• Organize inventory items
• Rate cards

See all 8 articles

Create and edit deal sheets

• Deal Manager overview
• Intro tab
• Inventory tab
• Revenue tab
• Key Contacts tab
• Billings tab

See all 9 articles

Configure the Approval Workflow

• Approval Workflow overview
• Add an approval group
• Add approval criteria
• Add an approval status
• Add an approval step

Admin settings and tasks

• Roll over (copy) deals to the next season
• Create additional security roles / profiles
• Revenue recognition
• Create and edit contract templates

Technical Details

• Inventory entity-relationship diagram