Set a cap or limit on leads and prospects
Matrix Plus had the ability for us to code prospects as targets and extras, with the ability to also cap those. When could I expect that option to be available in the new Matrix?
Stephen Naylor
shared this idea
We have created a new alert that can help you to achieve this!
From your Alerts page, create a new alert from the Leads and Prospects Above Threshold Thresholds alert. Here you can set the number of Leads and Prospects a salesperson is allowed to have.
We recommend that you use this as part of your regular one on ones and for salespeople to use this in order to stay out of the crosshairs of your managers!
We will most likely NOT be putting a hard cap on Leads and Prospects after speaking with a number of managers and salespeople. It just opened up a can of worms that could lead to unhappiness and loss of revenue, and we feel managing the experience like this is better for everyone. Hey even the police often let you go over the speed limit by a couple of MPH!
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Margaret Adriatico
commented
This would be a nice to have
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Anonymous
commented
We use CSS so this is greatly needed. I'd actually like to drill it down to the labels where we use key, target, secondary, and extra accounts and put limits on those.
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Matt Seigel
commented
Ryan, we are excited about having the ability to cap the number of prospects in AE can have/claim. Thanks for your work on this and we look forward to seeing this feature soon!