Add the function of budgeting on an account level instead of a Salesperson level.
Currently you can only forecast on a salesperson level. For purposes of pacing and year over year growth, we would like to be able to budget a monthly amount for every client. I currently see the place for the account budget but management can not add this.
2
votes
Brantley somma
shared this idea
We are right on track for a September 15th release date which will include the ability for salespeople to budget by accounts! In fact, we just finished testing this piece and are thrilled with the way it has turned out.
Thank you all for your patience. Can’t wait to get this in your hands!
