Mobile version should display full account list
It would be great if AE's could see their account lists, and managers see the master list from their mobile devices.
Mindy Gibson
shared this idea
We have just completed development on the new mobile account list. The idea is to make it closer to the desktop version while still usable in a mobile format.
You will be able to view your accounts by letter, search for accounts, and even view the master list to see if someone else has already claimed a prospect that you are about to claim.
I’d like to show you all some of these changes so I will be reaching out to all requesters individually in order to try and schedule some time for a very short user feedback demo.
Thanks for your support! We look forward to providing this solution to you this summer!
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AdminRyan Moore
(Product Owner, Matrix)
commented
What are salespeople doing that they do not know which account they are looking to interact with and would need the entire list (as opposed to searching for a specific account) ?
Same question for Managers. They have the master account list, they just need to search for the account they are looking to learn more about. What are managers trying to do where they do not know which account they are looking to learn more about?
Understanding the reasons behind this request will help us prioritize and provide optimal solutions.
Thanks!