Allow AE's to see each others notes on the account profile.
Eliminates the need for the AE to go to the manager to see if the account is actively working the account
1
vote
Patrick Duggan
shared this idea
-
AdminRyan Moore
(Product Owner, Matrix)
commented
Are salespeople in your market utilizing Activities? We answer your question today about seeing if an account is actively being worked via the Master Account List. The last column lets you know the last time an activity was held and the next time an activity is being planned.
In our newest product, Monarch, we take this a step further and allow you the ability to request ownership of the account if you think it's something that you want to take on with our internal prospecting functionality.