Account List Export
When I export out the Account List I would like to see the Account, Salesperson assigned and the Outlet. Currently we only receive the Name and Salesperson assigned.
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.
One of the new pieces of functionality is to allow you to pick the output columns that you want to see on your screen so that you could build your own list of just Account, Salesperson, and Outlet and then export that if you like :)
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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Anonymous
commented
our sales people like to have the physical list to carry with them when they are out and about prospecting, not all of them have smartphones or access to the internet to be able to access the online tool when they are out of the office. They are used to having a hard copy of the account list with them.
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AdminRyan Moore
(Product Owner, Matrix)
commented
But why are you exporting to figure that information out as opposed to using it within Matrix? Matrix has a great search feature and will always be up to date as salespeople claim new prospects/leads.
I apologize for not stating my question more clearly. I understand why you would want the outlet on the export, I do not understand why you would export the list to perform this task.
Thanks!
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Anonymous
commented
Because we have multiple outlets when we export the account list it would be helpful to see what salesperson is assigned to the outlet for each account so that other salespeople know if that account is open to be called on.
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AdminRyan Moore
(Product Owner, Matrix)
commented
If you had this type of information, what would you do with it?