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Allow us to add a category to a prospect account

Currently, they display N/A in the Account Details section of an Account Profile

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We have released this feature with our April 16th update. Editing a Lead or Prospect account will now allow you to also place a category against it. Feel free to check it out in Matrix today!

We are constantly prioritizing and reviewing feedback to pick the next great feature so stay tuned for updates on other requested items in the future :)

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  • Anonymous commented  ·   ·  Report

    I called customer service, and they said that by design, this function (as well as placing client in a category) is not available as a prospect, only until we create a deal and the client is entered in traffic system. Hope this makes more sense.

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