Items on reports should be links to profile pages
Tom Watson
shared this idea
We have just finished testing this enhancement and it looks really cool! You will have access to this enhancement in our next release.
Some things to note though, not every item will have a profile to go to (such as the Revenue Type and Category).
We also couldn’t make this happen for the Churn, Inactive and Project reports due to a few issues that require additional fixes to be scheduled at a later date.
Thanks for the feedback! We’ll get the rest of the reports working as soon as we can
-
AdminRyan Moore
(Product Owner, Matrix)
commented
This sounds like the exact reason we developed quick deals on the sales outlook pod on your birds eye view. Could you try updating you forecasts in this new fashion for a while and let us know how your experience is? You can do everything from creating new deals to updating existing forecasts to closing deals on the birds eye now