Enable managers to edit accounts like an AE
With the next release, managers will be able to edit accounts just like an AE. You will still be able to view a summary of the account for all AEs (intended for higher level corporate users) but you can also drill down to an individual AE where the editing takes place (intended for a person closer to the LSM role)
If you’d like to see a preview on how this will look, please don’t hesitate to ask!
-
AdminRyan Moore (Product Owner, Matrix) commented
This is changing in the next release. This request has been started by our
developers -
Lori Ehlert commented
When adding a prospect I entered a prospect on the manager level today and added the wrong outlet. I called the help desk and the help desk said only the AE's can remove outlets and managers can't.
-
AdminRyan Moore (Product Owner, Matrix) commented
I'm not sure I understand what you are referring to. Could you add some additional information around this?
Thank you