Ability to filter Contact List by additional items
It would be nice to filter contact based various items like Account, Agency, Account Type (lead, prospect, billing), and Salesperson. That way I can see groups of accounts and agencies better or get a listing of all contacts representing my leads and of course for particular salespeople.
Anonymous
shared this idea
We have just finished testing a new feature that will allow you to create custom Account, Contact (and in the future Agency) lists.
We’ve taken into consideration each of your requested fields and you’ll be happy to hear that we’re including them and many other filterable fields like City, State, and Zip!
This will be part of our fall release this year within Matrix Premium so keep your eyes peeled for updates!
If you’d like more information about Matrix Premium, contact our sales team 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks for the suggestion!
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Jackie Lynch
commented
I like the set up DJ is requesting.
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Tim VanderZwaag
commented
This would be very helpful. Thanks.
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Steve Posti
commented
I agree, This would be really useful.
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Anonymous
commented
I just ran into an insance today where this report could save some double entry on the part of the AE's. It woud be very bennificial to have the customization listed above.
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DJ Talarico
commented
I basically want an AE to be able to create a call sheet with all of their prospects and have the following info all in one report rather than having to click on each prospect.
Prospect/Lead
Contact
Phone
Email
Notes