Agency and Account Contact
Would like to see a smoother CRM workflow between these 2
We have recently released our update for contacts between accounts and agencies for Monarch.
First we’re allowing multiple Agencies to create shortcuts to their contacts on the Account Profile page and giving you the option on which Contacts you wish to see since not every person at an agency will help you to close business with every account.
Secondly we’re going to allow the contacts from an Agency to count towards Lead approval. Once done, you simply need a contact from the Account or affiliated Agency in order to satisfy this requirement.
We hope that you find a ton of value in this and look forward to seeing you increasing your efficiency in Monarch this year!
-
AdminRyan Moore (Product Owner, Matrix) commented
Can you elaborate on what this means? I'm interested in specific business cases where the current model falls down and how you might improve it, problems we should try to solve, etc.
I'm happy to call if that makes more sense.
Thanks!