LAST USE OF ACCOUNT visable to all

We need to have a last activity system

like notes, are vewable and unchangable. this gives a quick overview of who is using the system as well. Other reps can see that on the master list to see who is not working accounts or at least logging info in case they want to take something over. there is still a reps privacy there but enables people on multiple levels to use that simple piece of info for several things.

19 votes

Anonymous shared this idea · Nov 21, 2011 · Report… · Admin →

completed ·

AdminRyan Moore (Product Owner, Matrix) responded · Feb 25, 2016

We have finished testing this feature to add the last activity dates to the Master Account List. This experience will be similar to what you have in Mobile and we can’t wait to share it with you in our April release!

Along with seeing the completed last activity, you can see if a future activity is scheduled. This will definitely make your prospecting better and hopefully encourage everyone to enter their activities into Matrix in order to turn around sales faster than ever before. You don’t want to be the guy not entering or completing your activities now!

Thanks for the feedback, and again this will be out in our April release.

Show previous admin responses (8)

started ·

AdminRyan Moore (Product Owner, Matrix) responded · Dec 10, 2015

We have started development to add the last activity dates to the Master Account List. This experience will be similar to what you have in Mobile and we can’t wait to share it with you.

Stay tuned and thanks for the feedback!

Prioritizing ·

AdminRyan Moore (Product Owner, Matrix) responded · Aug 17, 2015

Phase 2 is now complete. We have implemented this within our latest mobile offering when searching through the master accounts you will be able to see the last and next activity dates. This will be available with our Aug 29th release.

Phase 3 will be to place this within the desktop version of Matrix. Stay tuned for a release date in the future as to when this will arrive!

Prioritizing ·

AdminRyan Moore (Product Owner, Matrix) responded · Apr 6, 2015

Phase 1 is complete. Quiet Accounts can now be viewed as a manager looking at an AE Scorecard. You will see this update with an early summer release

Phase 2 will bring this information to the AE view so they, too, will be able to see any information that may be slipping through the cracks, including visibility on other AE’s latest activities. We have no ETA on this part yet though, so we will leave this request as started, knowing it is not complete in our vision.

Prioritizing ·

AdminRyan Moore (Product Owner, Matrix) responded · Nov 5, 2012

started ·

AdminRyan Moore (Product Owner, Matrix) responded · Apr 18, 2012

Phase 1 is complete. Quiet Accounts can now be viewed as a manager looking at an AE Scorecard. You will see this update with an early summer release

Phase 2 will bring this information to the AE view so they, too, will be able to see any information that may be slipping through the cracks. We have no ETA on this part yet though, so we will leave this request as started, knowing it is not complete in our vision.

started ·

AdminRyan Moore (Product Owner, Matrix) responded · Apr 9, 2012

We are currently working on phase 1 of this which allows managers to see the quiet accounts on the AE Scorecard pages. This should help out during your one on one reviews.

Phase 2 will bring this information to the AE view so they, too, will be able to see any information that may be slipping through the cracks

Prioritizing ·

AdminRyan Moore (Product Owner, Matrix) responded · Mar 21, 2012

We will be implementing the idea of a Quiet Accounts Pod in the near future. The goal of the pod is to show you accounts that you have had activity against in the past, but haven’t contacted in some time since then or have no activities scheduled with them in the future.

It’s possible this will be developed in a multiple phased approach. One phase for the managers to use during one on one meetings, and another phase for AEs to be able to use this on a regular basis.

We’ll keep you posted as this shakes out. Thanks for your patience!

Prioritizing ·

Jonathan Diven responded · Nov 23, 2011

Great idea. We are planning for this in a future update.

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Pat Robertson commented · June 10, 2015 2:02 PM · Report

this way all reps can see if an acct is being actively worked. in theory.

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Anonymous commented · April 24, 2015 1:27 PM · Report

use red yellow and green indicators to show that there is activity pending within an account if there is no color there is no activity associated with the account and some should be added...this lets you see a lot more info from the accounts page...green means future activity has been scheduled...yellow means your in a warning zone and red means delinquent activity.

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Bev Walsh commented · October 6, 2014 1:30 PM · Report

One of the biggest situations managers deal with are reps hoarding accounts. I need an easy way to look for the accounts by rep, by date claimed and then by NO activity. That justifies me pulling the account, moving it to maximize the revenue potential. I don't have time to look at every account to see if there was no activity.

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richard segal commented · September 18, 2014 7:20 AM · Report

Lynn Phillips is extraordinarily herlpful

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Anonymous commented · July 1, 2014 2:00 PM · Report

This is definitely needed as an additional column!! LAST BILLED only works for existing accounts, not prospects or leads....

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Anonymous commented · April 14, 2014 9:44 AM · Report

It would be helpful to have a report that cross references the account activity versus the complete account list.

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John Rodriquez commented · July 12, 2013 7:41 AM · Report

This report would greatly assist Management in measuring how efficient the salesperson is in keeping on top of their accounts. especially the "high profile" ones.

The sooner you can get this report out, the better!

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AdminRyan Moore (Product Owner, Matrix) commented · November 21, 2011 6:47 AM · Report

I believe we are going to need a little information around this. I'm interpreting this as the following...

In order to know when an account was last contacted
As a manager
I need a way to see the latest activity date for an account

If this is true, then the activity pod on each account should answer your question. I'd be happy to discuss this further if you could give me a quick scenario on what you are trying to do or the question you are trying to answer.

Thanks!

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