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prospect delete

we sould be able to delet a non billing prospect or a prospect that we know will no longer bill. This helps clean up our matrix and free up prospects for other AE

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Nicholas S. DiBlasio shared this idea  ·   ·  Report…  ·  Admin →

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

    Ah changing the name is something our Virtual Sales Assistant would be able to help you with! I will walk over to that team right now and ask them to reach out to you about a name change :)

    Don't hesitate to get in touch with us if you need any additional help or have other feedback!

    Thanks.

  • Nicholas S. DiBlasio commented  ·   ·  Report

    thank you. I dont see a reason why we wouldnt be able to delete it. Also what about changing the name of an account like M and M appliance? The M is m

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

    Hey there! Sorry for the confusion around deleting prospects. This is actually a feature that currently exists within Matrix. You can do it from the Account List by clicking on the blue gear at the end of each row providing you have the proper permissions to do so.

    I'm going to have a member of our support team reach out to you to make sure all is ok and/or get additional information if there's more to this request, but thanks for contacting us!

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