Add a key contact name to Account Profile
There is no field to add the name of the key client contact when entering a new account. I believe listing the key decision-maker would be a vital piece of account information to store in the system.
Jeff Klopfenstein
shared this idea
In a future release, we are creating a smart contacts pod as a part of a big Account Profile Redesign that we’re working on.
This allows the pod to recognize the contacts that you deal with most often based upon the amount of times they are on activities.
If a salesperson spends a lot of time with a particular contact, it starts to become clear who the decision makers are on the account without actually having to set that.
We feel that this is a smarter way to let the actions of the salesperson define the decision makers as opposed to assigning a status.
We hope that you and your sales team find this new feature exciting and useful as you continue building up your activities and working with your contacts.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
in our next release, we are going to direct you to the account profile page once you create a prospect.
From there you can add a contact by clicking the "+" button.
In doing this, users will not be overwhelmed by the amount of data they could potentially add while adding a prospect and the time spent between the two separate actions is minimized to about a second.
It sounds like you're asking for two separate things though...one as addressed above, and then one for you to note a contact as the key decision maker. Is that correct?
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Jeff Klopfenstein
commented
Is this under review? It is a time-waister to have to go into another screen to add a contact when you should be able to add a name when entering a new account.