Matrix
Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!
21 results found
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Reassign the office on a deal when the account's office is reassigned
We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.
2 votesI’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
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