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Creation Dates for Prospects

Need Creation Date added for Prospects so I can see old Prospects and newer Prospects. We will reassign those older Prospects to other AEs at some point.

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  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    Where are you requesting this for? I am assuming the account list, but I want to be clear.
    Side question: How long do your prospects usually sit dormant/inactive until they are reassigned? Do you consider the prospect dormant/inactive if they haven't started billing or if the salesperson is no longer listing activities for the prospect? Or some other method?

    Curious about how you handle prospects around the scenario you mentioned.

    Thanks!

Matrix

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