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  1. Add additional outlets to a Billing Account

    Add additional outlets to a Billing Account.

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    0 comments  ·  Accounts  ·  Admin →
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    started  ·  AdminRyan Moore (Product Owner, Matrix) responded

    I wanted to provide an update that we have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management"  


    Users are able to continue prospecting on their businesses after they initially start billing in a way that doesn't allow other salespeople to scoop up business or force the actual salesperson to put in fake information just to duplicate the account. 

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