add back in the ability to view account/AE history
Old Matrix a manager was able to review when a account was created and then track it as it was transferred from one AE to another. This is an important function that would be very helpful to have implemented
7
votes
Kathy
shared this idea
With our next release, you will be able to see the history of account reassignments via the Account Profile Summary Tab…part of a major overhaul to the Account Profile.
Can’t wait to cut the release and get this out to you all in the coming month!