Feature suggestions for ForceBC, PI2 Business Accounts & Seller Tools, PI2 Demo Accounts

(Examples of features relevant to ForceBC: Domo Cards, Opportunity registration, Quotes, Pricing Calculator, Lead Registration, Copy Prospect Data, etc)

Enable use of modules in PI Business Accounts

There no way for me a PI partner to experience PI2 like a client would. the business account isn't fully workable and the demo accounts have me as a 3rd party...I ...
Suggested by: Becca VanDerveer (11 Jul, '24) Upvoted: 31 Dec, '25 Comments: 5

You shouldn't have to create a new demo account every time you want to add a BA to prospect demo

You shouldn't have to create a new demo account every time you want to add a BA to a prospect demo account
Suggested by: Liz Palmieri-Coonley (20 May, '24) Upvoted: 11 Nov, '24 Comments: 3

Add Client/Prospect name to BA Completion Emails

If you have several active links in Partner Seller Tools as well as 3rd party access to some clients it's possible you get all kinds of "Jane Doe completed the PI ...
Suggested by: Rhonda Holloway (04 Mar, '25) Upvoted: 09 Feb Comments: 6
Under Consideration Seller Tools

Demo Account needs to assess candidates in Hire so that we can offer 1:1 hiring strategy sessions

Repeat clients and referred clients (most of my new business) are used to the 1:1 hiring strategy sessions, where we create a target for one of their roles, assess ...
Suggested by: Liz Palmieri-Coonley (28 Aug, '24) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Hire Seller Tools

Full Module Access for Consultants regardless of the client's paid modules

Allow consultants to full access to make it easier to demo additional modules with real data rather than extending the "free trial" multiple times.
Suggested by: Alexis Finley (05 Sep, '24) Upvoted: 19 Nov, '25 Comments: 2
Under Consideration Seller Tools

Default Perform to No Notifications for [D] Demo and [W] Workshop Accounts

We are being overwhelmed by Perform notifications from Demo/Workshop accounts. Can those systems default the Perform module to No Notifications. It's not until I see ...
Suggested by: Rhonda Holloway (08 Apr, '25) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Seller Tools

Ability to navigate/view person page from the Seller Tools Account list

I wish I could click on a person's name on the Seller Tools account list to see their BAs. You have to navigate to the software to view the BA
Suggested by: Caraline O'Brien (12 Dec, '24) Upvoted: 26 Dec, '25 Comments: 3
Under Consideration Seller Tools

Demo Account Creation: Options for creating a demo account with dummy data or chosen data

I wish I could decide whether or not I wanted a demo account populated with dummy data or I could populate with my own data.
Suggested by: Caraline O'Brien (12 Dec, '24) Upvoted: 28 Jan Comments: 6
Under Consideration Seller Tools

Use employee info for Hire2 Demo

We should be able to use the employees in a Hire2 demo account. Currently they are only housed in Inspire and we have to use dummy info for the demo.
Suggested by: Brian Gelt (22 Jul, '24) Upvoted: 22 Oct, '24 Comments: 2

PI 2.0 Welcome Guide Link added to Demo Account, Workshop Account and Certified Partners 2.0 account

The welcome guide (book icon) in clients 2.0 dashboard is a great resource and should be also available in CP business accounts, demo accounts, workshop accounts and ...
Suggested by: Julie Hagovsky (13 Nov, '24) Upvoted: 19 Nov, '25 Comments: 0

Retain Original Assessment Date when transferring Prospects BAs from Legacy to PI2 Client Account

Currently, there is not a way to transfer the prospect assessment data into the client account with the original assessment completion date. The original assessment ...
Suggested by: Shannon Colbert (12 Mar, '25) Upvoted: 19 Nov, '25 Comments: 3
Under Consideration Seller Tools

Introduce Permission Restrictions in Business Account

Permission restrictions need to be available in Business Account. Our Associates / Consultants cannot be allowed to see what everyone else is working on.
Suggested by: Pernille Flensted-Jensen (13 May, '25) Upvoted: 05 Jan Comments: 0
Under Consideration Seller Tools

Ability to copy job target to client account from seller account

Looking for ability to copy a collaborative target job to a new client account. Partner likes to create a collaborative job target job as part of sales pitch with ...
Suggested by: Caraline O'Brien (09 Dec, '24) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Seller Tools

Partner Access to FBC from Client PI2 systems (click through)

In Legacy, we've become accustomed to being able to access FBC anytime it's needed regardless of which instance we in. In PI2 we have to move back to either our ...
Suggested by: Rhonda Holloway (12 Dec, '24) Upvoted: 19 Nov, '25 Comments: 2

Capability to move BAs from Partner account to Client account via Score IDs

Suggested by: Doug Roberts (25 Jul, '24) Upvoted: 27 Jan, '25 Comments: 2

Partner Account needs to be able to use prospect BA in relationship guide

If you pull a prospect bA in your partner account you can't do a relationship guide with another prospect for demo purposes. the only you can do that is when you ...
Suggested by: Ron Garfield (02 Dec, '25) Upvoted: 31 Dec, '25 Comments: 2
Under Consideration Seller Tools

Hide seller BA from clients when demoing

Suggested by: Caraline O'Brien (04 Nov, '24) Upvoted: 07 Nov, '24 Comments: 1
Will not do Seller Tools

Email BA and other Reports to potential client in Business Accoucnt

In Legacy, there's an option to email a BA out to the participant. That no longer exists in the Business Account and would be a very handy button to add next to the ...
Suggested by: Kara Guerriero (01 Jul, '25) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Seller Tools

Pricing calculator

Two things about the New Q2 pricing calculator. https://predictiveindex.outgrow.us/Partner-Pricing-Calculator 1. The discounts only show at the bottom with the total. ...
Suggested by: Becca VanDerveer (08 Apr, '25) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Seller Tools

Ability to add non-software user email to OI Link completion email notification

It would be great to copy EAs or key contact at prospect to OI completion email notifications. This would significantly streamline the process and keep all parties in ...
Suggested by: Alexis Finley (13 Mar, '25) Upvoted: 19 Nov, '25 Comments: 0
Under Consideration Seller Tools

Allow Consultants (non-Partners) to be added to PI2 Demo Accounts

I need to train my Consultants on PI2 but was told that I can't add them to my demo account. I don't know how they are going to learn (no suggestion from Support on ...
Suggested by: Beth Friel (03 Jun, '24) Upvoted: 19 Nov, '25 Comments: 0

Create drop down list of existing folders when moving assessments

When moving an assessment to a new, existing folder, you currently have to type in the exact folder name of the existing folder. If you happen to mistype the folder ...
Suggested by: Karman Hotchkiss (02 May, '25) Upvoted: 02 May, '25 Comments: 2

Search Feature should access one's Person Page

Currently, when you search for someone using the magnifying glass icon, it brings up a list of matches. If you select a match, a summary of their profile pops up, but ...
Suggested by: Jodie Cunningham (28 Jan, '25) Upvoted: 28 Jan, '25 Comments: 2

Release Notes and Perform clarification

I noticed in the Nov release notes "Review cycles in Perform: Organization admins and Perform admins can now initiate review cycles" but that is only for full blown ...
Suggested by: Rhonda Holloway (11 Dec, '24) Upvoted: 11 Dec, '24 Comments: 1

Remove/Adjust limit on BAs you can add to Demo Account

Would like to be able to add more than 10 BAs to a demo account
Suggested by: Caraline O'Brien (09 Dec, '24) Upvoted: 09 Dec, '24 Comments: 1
Under Consideration Seller Tools

There should be a sellers Script for Employees

Suggested by: Manisha Lark (26 Dec, '25) Upvoted: 26 Dec, '25 Comments: 0
Under Consideration Seller Tools