Pin Accounts to the Home Page
When setting up, prospecting, and pitching and account I need to go into their account page several times a week. It would be great if we could pin these accounts to the Home Page to make it quicker and easier to open Matrix and get right to the account to make updates.
At the moment there are 9 cards on the Home Page that you can define. I really only use two of the cards. This would be an excellent place to add these accounts by defining the card to display the account. Then, when I am through the sales process, I can change the card to display another account.
It would be even better if the card displayed the accounts upcoming activities, notes, and deals that are pending for a quick look at what has happened and what's next.