delete prospects
In the past there was the option to delete old prospects...all at one time based on date....this needs to be added back! Please!! thanks
This still exists…but…not in the UI that you use. It’s more of an administrative/virtual sales assistant task where we can clean that data up for you.
If you know what you’re looking for like “Remove all prospects created before Jan 1, 2016” then we can clean that up for you so that you’re not filtering the lists, locating the accounts and then waiting for Matrix to remove this data. It’s been a much loved feature for us as it saves managers the time from waiting for the deletes to finish up (some managers are deleting thousands of accounts…it’s crazy!) so we’ve just gone that route.
Hope this makes sense! Please contact your Matrix Success Managers in order to handle a solution like this in the near future.