- DATE:
- AUTHOR:
- The Supplier & Venue Solutions Product News Team
Planner Navigator Q3 Release
In this quarterly release of Planner Navigator, we have added expanded the number of planners in Planners to Meet, expanded our filter offerings, modified the way users reach out to Planners, and are giving users the ability to select default filters.
NEW Expected Release Date: September 27th, 2024
What?
We have expanded the number of planners in Planners To Meet by 2-5x what you see today, depending on the size of your market.
MMA Expansion
Your MMA: You will continue to view Planners and RFPs that have been sourced in your MMA.
Previously Sourced MMAs: If a Planner shares an RFP that is outside of your MMA, but this planner has previously sourced in your MMA, this Planner and RFP will now be visible to you.
Surrounding MMAs: If a Planner shares an RFP that is outside of your MMA, but this planner has previously sourced in one of the 5 MMAs surrounding yours, this Planner and RFP will now be visible to you.
UI Updates
Shared RFPs Table: When a Planner to Meet converts to Planner You Know by way of them sending the venue an RFP, you will now see the Shared RFPs table on the Planners You Know full detailed view. This way, you won't lose sight of the leads the planner is sending to other venues after they convert from a PTM to PYK.
In order to better assist you in narrowing down leads we have enhanced our filter offerings:
Planners To Meet RFP MMA Filter: Now that Planners To Meet will contain RFPs that are outside of your MMA, we have added a filter so that you can drill into RFPs in a specific MMA. This allows Sales Managers to better target a segment of planners that are sourcing to a specific area.
Radius Filters: To assist you in finding planners within a general area, we have introduced a radius option to the following filters:
Planner Location - You can expand your search to include planners within up to 100 miles of your selected location.
Planner Sourcing MMA - You can expand your search to include planners that have sourced to an MMA within up to 100 miles of your selected MMA
RFP MMA - You can expand your search to include RFPs that were sent to an MMA within up to 100 miles of your selected MMA.
Who?
This change applies to all Planner Navigator users.
Contact Planner Changes
What?
Now, suppliers will be able to click the Email button to use the Writing Assistant or open directly in their email client to email a planner.
Before:
After:
Who?
This change applies to all Planner Navigator users.
Default Saved Filters
What?
Now, with the ability to apply a saved filter set as the default, you will be able to have the same filters applied each time you log in. We have also expanded the filter set capabilities to allow you to apply filter sets to the dashboard.
Note: This will not apply to the Missed Opportunities on the dashboard, but will apply to Insights and Top Planners.
You can now set a filter set as the default when creating a new saved filter set or when editing a saved filter set:
After setting a default saved filter set, you will now see an indicator on the dashboard, Planners You Know, and Planners to Meet that shows which filter set is selected. This indicator also allows you to quickly switch between filter sets:
Who?
All Planner Navigator Users.