I'm attaching a link to this request to show what we're moving toward with a new UI. This may be the first most of you are seeing this type of change so don't be alarmed!

http://web28.streamhoster.com/asample/feedback%20screenshots/dealmanagement.png

We're going for a pipeline view in Account Management and have implemented the first filter. There will be more filters, but you can get a feel for them with what we have so far.

I'm curious on what anybody thinks about this type of workflow. We are aiming to align with what we continuously hear in our meetings with you, through support tickets, and in general conversations with our Success team at Matrix. You want to make workflow a better experience in Matrix and we want to give that to you!

Let us know your thoughts!

I updated the description of this request to include your needs with what we call the Account Type (Lead, Prospect, Billing) filter.

I can see value in the Salesperson, Outlet, Office, and Account Types for sure as everyone here has suggested :)

Thanks for commenting back!

Sorry. Was too busy at the moment to be more clear. What I am suggesting is that when I or an AE select deal management for the purpose of updating pending it would be helpful to have the option to filter just billing clients. There are many prospects at different stages in the sales process and they "clutter" the list.

Thanks for your feedback. I understand the frustration of trying to find a single account in a list of dozens or hundreds that you may manage.

Your request to view the accounts broken down by their revenue type is one we have never had feedback on before when it comes to forecasting I'm curious if you have ever tried the view by options (Agency, Salesperson, and Office). If Revenue Type was added to this, would that satisfy your need to view accounts by a particular type such as Digital? Keep in mine, like the other items this could cause the account to display in multiple locations if multiple revenue types are used (which is common for most of our customers).

Our Deals Management is actually one of the most used areas of the product. We have an average of ~60,000 hits in a 30 day period across our userbase as it is the best place to go when creating and updating deals. In fact we're taking steps to make this experience even better with the upcoming release to add in the ability to copy a value across multiple months so that you do not need to key in the same amount 3-12 times depending on your deal length. I've found this to be around a 45% time savings on deals alone when needing to add in the same amounts each month.

I think adding a search capability would help cut down that time even more and would envision a search box on the page that filtered down the list to matching criteria. Try out the search on our Account List and mentally apply that type of interaction to the My Accounts pod within the Deals and let me know if you think that experience might be a winner for you as well.

If you'd like to chat about this further (either over a call or via email) just let me know! I'd love to share upcoming features, bounce ideas off of you for designs, or just listen to your thoughts on the product.

Ah, you would like a way to filter the deal list to show just the AEs you are interested in viewing deals for. Got it. I am going to update this request to better reflect what I have learned so that other's will be able to properly vote on it too.

Thanks for clarifying this for me!

When you click on Deals from the Lists function on the home page, I would like the opportunity to edit just the salesperson's deals I would like to see rather than scrolling through the entire list. Also, if I click on a deal and then go back to the list I would like it to go back to the last place I was working instead of refreshing the entire list again.

I'm not sure I understand what you mean by this. Could you give me a scenario, workflow, or additional information that might help us to understand this request better?

Thanks!