Filter categories on account list(s)
Helpful to filter accounts (prospects and billing) to search for prospecting.
Anonymous
shared this idea
This is handled in our List Builder functionality within Matrix Premium. Pilot markets are in place with your group so hopefully you’ll be able to use this functionality in the near future too!
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AdminRyan Moore
(Product Owner, Matrix)
commented
We actually handle this with our List Builder functionality that allows you to quickly build a custom Account List based upon many different filtering options like Category, City, State, Zip (think about finding anyone in a particular City...and then mapping them...how useful!?!).
This is part of the Matrix Premium offering which your corporate managers are piloting in a few markets at the moment so hopefully you'll be able to make use of this functionality in the near future!