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provide a way to close deals when an AE leaves the company and another AE has the accounts transferred to them.

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Terri Walker shared this idea  ·   ·  Report…  ·  Admin →
declined  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

Declining due to lack of activity and requested clarification from 7/24/12

If you believe this enhancement will be of great use to you and other users, please resubmit it along with additional information so that we can begin discussing how to handle it.

Deals can be closed by any manager with access, or they can be picked up by the new AE receiving the accounts.

Thanks!

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

    Can you provide more information around this?

    When accounts are transferred, the deals go to the new salesperson. Is the new salesperson not picking up where the old one left off?

    If we could get a little more context around the request, perhaps we can write up some kind of an enhancement.

    Thx!

Matrix: Accounts

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