21 results found
As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)1 vote
Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!
I’ll put this under review so that we can dig into it a bit further in the near future.
Thanks for the feedback!
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