Edit the Quiet Accounts Pod
When doing 1-on-1's, it would be great if you could edit the "Quiet Accounts" pod, and control the timeframe e.g. 15, 20, 30, 45, etc.
4
votes
Sam Weiss
shared this idea
We have implemented the customized functionality within our Alert Center. There you can create alerts with Red, Yellow, and Green status that let you control how concerned you should be when an account was not contacted in 15 days vs 45 days or any number that you wish to use.
This is only part of Matrix Premium and is part of a huge Alert Center and Sales Intelligence offering that you can find that that will make you and your sales team faster, smarter, and more efficient with your sales. If you do not have Matrix Premium today, please reach out to us at 877.687.9066