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Allow an option to filter the account list by category

One of my favorite features of the old Matrix allowed us to look for a complete list that would include all accounts in the category, regardless of whether they are active, billing, pending, or just a prospect. Thanks for your help with this.

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

We have just finished testing a new feature that will allow you to create custom Account, Contact (and in the future Agency) lists.

One of the filterable items is Category among many other fields including City, State, and Zip!

This will be part of our Fall release this year within Matrix Premium so keep your eyes peeled for updates!

If you’d like more information about Matrix Premium, contact our sales team 877.687.9066 or let me know and I’ll connect the right people for you.

Thanks for the great suggestion!

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

    Discussed with the requester and we found out a pretty great way of looking at the business

    -------I would sort by category and use to show various category prospects the popularity of our station with their category of business in the market, or if we have few businesses in the category, the opportunity to gain share by being one of only a few in a category on our station.

    Also could use to find prospects that are old that others may have called on in a category. I happen to have good success with home improvement businesses. It would be good to see home improvement prospects as a category so that I could see, for example, prospects that were on AE lists that are no longer with the station.-------

  • Jeff Skoczlas commented  ·   ·  Report

    Basic prospect/billing account list maintenance is a much needed feature. As a Sales Assistant I am often tasked with maintaining the Accounts list based on Category, Last Billed, Prospect or Billing, etc. This functionality is used to redistribute accounts among current and new Salespersons as well as to get an overall perspective as to who is working on what based on multiple different variables associated with the account.

  • Anonymous commented  ·   ·  Report

    I'd like to compare an external advertiser list for a specific category to the Master List. Then I can see which advertisers already have billing or are being prospected and which are not. Once you get one advertiser in a given category, you want to get as many more as you can.

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