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AE's Share their inbox/views/accounts

I have two AE's who are on a transactual team. The cover each others accounts and get paid on total billing between the two. Is there anyway they can view each other?

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Michael Elberg shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We have just completed testing this feature and will have it available to you sometime in early Q4 2013 along with some other awesome features that we’re finishing up as we speak

The process of sharing an account is initiated by a manager who grants access to the AEs who need to see each others information. Once access is granted, everyone sharing the account can see each others information from Contacts to activities to Deals and revenue.

Please note this is not revenue sharing. Unless broken out in your traffic system, Matrix will continue to report the revenue under the user that comes from traffic. This might change in the future, but for the first phase expect it to work like that.

Thanks for your patience while we worked this out over the quarter. It was a huge effort and we’re excited to share it with you all. If you’d like an early look just let me know!

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

    At the moment, you cannot see the breakdown.

    However, we are designing a feature for the 2nd quarter that will let multiple salespeople access the same account in order to share revenue, activities, deals, contacts, addresses, etc. At the moment, the current plans is to also include letting you set the % revenue attributed to each AE per account.

    Look for us to ask questions to you and others requesting this type of feature in the months to come in order to build the most useful feature possible.

    Thanks!

  • Mackenzie commented  ·   ·  Report

    i agree. We have a Mentor program here and it would be nice for the mentors to be be able to see their teams business.

  • Amanda Mulsow commented  ·   ·  Report

    We share accounts here as well. We have 3 different sales teams (Rock, Country, Spanish) and the potential for up to 3 AE's per account/advertiser. Currently, each AE must enter a separate account per AE/outlet team. It would be most helpful if an account/advertsier was entered ONCE and billing address & contact info was able to be shared amongst AE's. It would also be great if we had the option (perhaps a premission-based option) of seeing notes and billing across all of the outlets, even under different AE's - that way we could all have an accurate reading of the account activity.

  • AdminJonathan Diven (Admin, Matrix) commented  ·   ·  Report

    Michael,
    Do these two AE's share all accounts or just some? Is there a common traffic ID that they share? If so, they can both log in as the same user if that is feasible.

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