Add zero billing accounts
Please add zero billing accounts to our account lists in Matrix to be viewable on our own lists as well as other AE's so that we do not duplicate.
Anonymous
shared this idea
We have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management".
Zero billing accounts will be converting BACK to prospect so that visibility can be maintained for others as well as making it easier for the owner to access their accounts.
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Anonymous
commented
I would also prefer to see all my accounts in one place (My Account List and/or Master List)
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Anonymous
commented
Yes, I completely agree!!!
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Tammy Golub
commented
We need to be able see the zero billed in our master account list.
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Anonymous
commented
I prefer to have the zero billed accounts show on my account list. I can only access this type of account by using global search only. This is a bad design!!!
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Stephen Naylor
commented
Another flaw found in your system and that is accounts that have once billed, but that billing was removed due to a cancellation. When calling into support, they called this type of an account - "Zero Billed Account". Why I can appreciate the fact that there are numerous accounts of this type, it is a gross oversight on your part that this enables other AE's to call on this account because it is not shown on any of your Lists.
I had to add in a Prospect account using the same name, but modified slightly. Again, extra steps needed in order to get the results that are needed.
Add this to the list of multiple flaws of your system. Maybe, one day, this will be corrected by having an option to view "Zero Billed Accounts" ON as a default.
Regards.
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Mindy Gibson
commented
Some accounts were once imported through traffic with billing assigned. Then in a more recent import file the billing had been removed. In order to provide accurate pacing records this account still exists in the Matrix Database. I would like someone to be able to reassign these accounts. (for example, Crisoph, J&T Tax Services and Massage Therapy are showing in Deal Management but not on the reps Account List, I want it to be reassigned to salesperson called "open")