Customize a Data Card to see only the persons (AEs, or Manager)

Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

2 votes

Becky Vojacek shared this idea · Jun 5, 2020 · Report… · Admin →

gathering requirements ·

AdminRyan Moore (Product Owner, Matrix) responded · Jun 5, 2020

We would like a little bit more information on what you’re trying to achieve or specific data cards that you are using for prioritization purposes.

Thank you!

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Becky Vojacek commented · June 5, 2020 6:14 AM · Report

When you are on the Home page, click on Pending Deals, there is not a filter. You can only sort columns, and export, but no filter.

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