[Property Request]: Tier

[laneymangan]

Name of Custom Property

Tier

What is the problem that this is solving?

As part of our new Agency Tier process, we need a way to distinguish between the different tier levels. This property will allow us to assign a tier to each agency in our program.

Object Association

Companies

If you chose Company in the question above, which company type does this information apply to?

• Transit Agency
• Vendor
• N/A
• Unsure

If you chose Deal in the question above, which pipeline does this information apply to?

• Payments Pipeline
• Contract Outreach
• MDIP Outreach
• GRaaS
• Cubic/Umo API Key Outreach
• Cal-ITP Benefits
• Software for Scheduling
• Payments Dashboard
• Relevant Pipeline has not been created yet
• N/A
• Unsure

Who is responsible for updating and maintaining this property?

Each Account Manager will be responsible for updating this as part of their CRM profile maintenance

Updating Cadence

Other

When does this property need to be implemented?

2/6/24

Not sure what you need?

None

[laneymangan]

This property has been created as a dropdown single select. I also added it to the Transit Agency Details conditional section within the Company Record view.

Can someone (@o-ram @kathrynmsullivan or @AnthonyRollins) confirm if you are seeing it? I'm not sure if a "reset to default" is required. It should look like the image below (ie you should see Tier under Account Manager)...

[o-ram]

@laneymangan I can see it!

[laneymangan]

Awesome, thank you @o-ram! I'm closing this issue but let me know if I can help with the import