Matrix

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  1. Print notes on accounts

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

    1 vote

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  2. I would like it if activities could suggest a next step like creating/updating a deal upon closing

    When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.

    3 votes

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    This is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.

    More to come in the future as we learn about this type of behavior.

  3. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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  4. Would like to be able to schedule an appointment that spans more than one day

    I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.

    1 vote

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