Entering deals in leads
Right now, AEs don't have the ability to enter deals in leads. However, our managers would like us to do so. We are only allowed a certain number of prospects, so this is a problem because they want this done for all leads as well.
Jacqueline Sprague
shared this idea
I don’t think that this is something Matrix will be getting involved in. For Matrix, a lead is not a qualified account and if it is not qualified then you cannot begin to know their spending budget.
This sounds like a policy that your team may want to discuss as a group at your next sale steam meeting. Perhaps it’s totally valid and they have the numbers showing sales go down when too many accounts are in place and perhaps you have the proof that you can manage a larger set of accounts.
Either way it sounds like a bit of a hack to allow this kind of functionality to artificially grow your account list and I’m afraid that we must decline this feedback for the time being.
Thank you!