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ChannelXpert v5.3 is released with a focus on LifecycleXpert

The new release of ChannelXpert v5.3 includes improvements for the LifecycleXpert program as follows:

  • PO Grouping
    • Applies to both the Use & Adopt Opportunities UI
    • Grouping happens for POs submitted on the same (Use) as well as different dates, provided the POs reference the same Deal ID.
  • Use Opportunities
    • Grouping POs with the same Deal-ID and Subtrack and S.W. Use Case
  • Adopt Opportunities
    • Grouping POs with the same Deal-ID, Subtrack, and Agreement Type
  • UI Modifications
    • New Opportunity Columns
      • Adding “# of Lines” to track the number of eligible SKUs lines extracted from the purchase order
      • Adding “Days left to Apply” and “Last Date to Apply” to enhance opportunity management
  • Removed the “Deal Size” column

If you need assistance with training with any of the ChannelXpert or LifecycleXpert features, contact sales@netformx.com or your account manager.