Display an Activity Entry Date
There is no where in Matrix, where you can view the date an activity was entered.
If this date could be added to the Activity report, that would great!
This is important to know, as it will determine if an AE is entering multiple activities on the same day or when they occur or are planned. The longer an AE waits to create an activity, the more the entry becomes more "garbage" vs. valid.
Sam Weiss
shared this idea
We have recently released an Activity Analysis Dashboard within Matrix Premium that has the capability to report on Activity Creation Date for the first time within Matrix.
Many other new activity reporting options have been packaged into this so if you have Matrix Premium give it a look today!
If you do not have Matrix Premium, contact our sales team at 877.687.9066 and tell them that you want Matrix Premium today or let me know about your interest and I’ll put the right people in touch with each other.
Thanks for your feedback!