Unassigned Accounts- View information
It would be helpful if the AE had access to view the Revenue History in accounts Unassigned on the Account List. This would make it more useful to them to determine if an unassigned account was worth calling on.
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We’re working on a new feature that will enhance the way “shared accounts” work but one of the end results will allow all salespeople to see this kind of information on accounts like this that they do not own.
Stay tuned. We’re hoping to get this out this year and are currently in the design phase of the feature.