Send emails to AE's directly from Matrix
As I spend time following up on AE activity in Matrix, it would be incredibly valuable to click on a link and send the AE an email question or comment. Let's say I'm looking at AE Sally's account Joe's Bar & Grill and want to ask a question about her activity or pending business... a click on an icon while I'm on that page for this account that would allow me to send an email directly to AE Sally while I'm on that page would be a huge benefit and time saver. Thank you!
Eric McCart
shared this idea
You’re starting to see ideas like this popping up on our new Alerts. Many have actions like “Email Salesperson” that allow you to target specific rows and ask questions about them.
As we continue to get feedback on this we’ll determine if it makes sense to also implement on other pages.
thanks for this feedback!