Automatically reassign quiet accounts
If an account has not had any activity or billing in the last X days/months it should automatically be reassigned to inactive
Anonymous
shared this idea
Alright we sure had fun working through this one with many of our customers and trying to understand the business cases around it.
This led us to creating the Prospecting functionality within Monarch.
Prospecting allows salespeople to look at accounts owned by their teammates, and to then request ownership of them to their managers. This puts the pressure on salespeople to keep up with their accounts.
Salespeople can quickly find accounts without recent billing or those lead/prospect accounts that have no converted to billing accounts after a fair amount of time.
We can’t wait for more folks to get their hands on it. We know that we don’t have every scenario that people will care about, but please keep the feedback coming as this is an area we care deeply about!
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Palmer Brown
commented
Having Matrix automatically reassign accounts from an AE to Inactive or Open (Mgr's choice), when the account does not have activity for a given period of time (specified by Mgr), would greatly enhance our dependence of Matrix.
Currently, this is done Manually, and well after the fact.