STAGE 2 - DESIGN & IMPLEMENTATION
The following items provide details related to the data being migrated to your SportsRM deployment.
Go to Downloadables to access the spreadsheet used to migrate Organisation and Contact information.
NOTE: there will be fields specific to your deployment that will be added to this template, JayThom will work with you to ensure there’s a complete understanding of how your data will move to SportsRM.
Go to Downloadables to access the spreadsheet used to migrate Corporate Assets. This template will be pre-populated with the current years events and JayThom will work with your corporate team to add the content for migration.
Document and Email Templates
Template documents e.g. Tax Invoice and template emails e.g. Corporate Portal Activate New User will be configured for your deployment.
Go to Downloadables to view these templates and the required content and images.
The design of the corporate sales portal requires attention to the following areas.
Which Assets will be made available to the corporate sales portal.
There’s content that will be added by JayThom and content that will be managed by you, JayThom will work with you to define what’s required.
images are required to fit with the assets and content you’re looking to be made available from the portal.
Go to Downloadables to view the required content and images for the corporate sales portal.
Please update Checklist in your applicable DropBox Folder.
For access please contact JayThom.
Stakeholder Data Received
Asset Data Received
Corporate Sales Portal Assets
Corporate Sales Portal Content
Corporate Sales Portal Images
Templates are available in your applicable DropBox Folder. For access please contact JayThom.
Account & Contact Upload Template(s) >>
Document & Email Template(s) >>
Asset Upload Template(s) >>
Corporate Portal Design Guide >>