Add option to export master account list with AE as column
We can currently pull a ranker report that has an option for AE as another row underneath.. This does not allow to sort accounts by AE in Excel without a lot of manual work. I need to be able to see a master list of accounts and current AEs that can be exported and sorted in Excel please.
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Danni Powell
shared this idea
We have completed testing this feature and I think you’ll be pleased with the results. The master list can be exported and you’ll know the account name, salesperson, and if it is a prospect or billing account. You can look forward to this feature in the next release.
Thank you for your feedback and patience while we evaluated and worked on this