Activate

Getting started

• Activate overview
• Glossary
• User roles and permissions
• Notifications and email digests

Accounts, events, and reports

• Create a business account
• Add events and categories
• Insights dashboard
• Completion progress bars

Assets

• Introduction to assets
• Add and edit assets
• Connect assets to a deal
• Deliver assets
• Roll over (copy) deal assets to another season

Deals

• Manage deals with KORE Sponsorship
• Create a new deal
• Find an existing deal
• Update a deal
• Add a deal member
• Track return on objectives

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Tasks

• Create or edit a task
• Finding, viewing, and filtering tasks
• Permissions for team and non-team members
• Activation flows (Bulk create tasks)

Admin settings and actions

• Roll over (copy) rate cards in bulk
• Configure Deal Insights
• Customize Activate’s appearance
• User management
• Account groups and contact roles
• Seasons

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