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)

I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List

When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.

Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.

This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

When I import contacts into Matrix, it would be nice if I could have an option to use the existing Account or Agency address within Matrix (if applicable) when a field is empty or isn't mapped.

I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.

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.

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

I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.

you have a drop down for it in create/edit contact dialog but no field on the import wizard

Currently when you export the report you only get the report data not the chart.

I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.

I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.