Build List using ALL Accounts within my Market
It is frustrating that I need to go though my Mgr to get a list of accounts within my Market that are taken vs. being able to do this on my own.
My Manager can easily do this via List Builder, I can only search name by name via the Master List.
Being able to do this on my own, affords me the ability to plan my day when visiting a particular city and/or town. I will already know what accounts are NOT taken, and would be able to quickly target them, and be much more productive.
Please let me know if you have any questions, as this would provide me, and others, with a great empowerment, and be more dependent on Matrix to helps us be more productive.
Doug Romel
shared this idea
You have Filters on the Master Account List. We’ve successfully worked with users to set Outlet filters for those in their market (which for most users is all Outlets that they have access to). Additionally you might want to remove yourself from the Salesperson filter so that you then only see accounts owned by people that aren’t you.