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!
567 results found
-
Creating Deals should be a one step process
Currently I have to create the deal and save it. In order to edit the deal, I need to then navigate to the Deal Page. It would be nice if when I created a deal and saved it, that I was automatically navigated to the Deal Page.
3 votesNow when you save a newly created deal, you will load the deal profile automatically. You can expect it in an upcoming release as part of a better deal experience next year. Thank you for your patience!
-
1 vote
Coming to a release near you, we have just completed the ability to sort on Teams on the User List for Admins. Thanks for the suggestion!!!
-
Sort the Upcoming Pending Deals pod by Est Close Date
It's currently sorted by the pending dollars, but considering the pod is for "Upcoming" pending, it makes sense to do have the sort by Est Close Date.
1 voteDevelopment work completed on this enhancement. The Upcoming Pending Deals pod now default sorts on Est Close field.
-
Provide a forecast accuracy/change report
As a manager, I would like to see the original amount my salespeople forecasted for and how that changes over time in comparison to the amount that actually booked.
6 votesWe have just finished testing the Forecast Change report. It will be available for an early summer release. Big thanks to everyone who provided feedback and voted this one up.
If you’d like to take a look at how it shaped up, feel free to let us know.
Thanks!
-
The ability to "request" account ownership
Account Executives would be able to request ownership of an unclaimed account. Would make the process much easier on both account executives and managers who would have to manually move the accounts around.
0 votesSalespeople have this functionality today via the Prospecting link on the left. Search for specific accounts, accounts without recent billing in a specific category of business, accounts that are potentially churning. Once you find the account you're looking for you can request it be reassigned to you and the manager that oversees that outlet's decisions will be alerted to your request where they can approve or deny from the same Prospecting page.
Let us know how it works for you!
-
Allow more results to show in the Search criteria
I have 6 accounts that start with the same name, but the search only shows the first 5. The one I want is #6, so I can't use search to find it.
I suggest you provide an option for "more results", which will bring up the next 5.
0 votesWe just finished this up and it’s working pretty well! Can’t wait to get this out in the next release. Thanks for letting us know about this need!
-
Add in the type of activity on the pod in the AE Scorecard
When logged in as a manager and viewing the activity pod on the AE scorecard, there is no way of knowing if the activity is a call, meeting or other. When logged in as a rep, the little icon shows in their list of activities. It would be helpful to include that on the manager view.
0 votesThe icon has been implemented and tested. You should see it in your next update.
Thank you!
- Don't see your idea?