shared accounts
Would it be possible when setting up shared accounts that we could be given an expiration date option for all AE's that are sharing? For instance if I want the primary AE to expire b/c he/she is leaving and I want the AE I'm adding to share to continue handling the account. Currently only the AE I'm adding to share is given the expiration date. But usually if I'm adding an AE to share it's because they will be taking over the account.
In all likelihood, this will most likely not be something that we incorporate into the product. It has garnered little support over the last 4 years and seems pretty niche in the amount of times it should be happening and the number of people it is impacting relative to many other improvements we could make.
Thank you for the feedback!
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AdminRyan Moore (Product Owner, Matrix) commented
It sounds like you want more of a future scheduled reassignment because ultimately the old account is going to a new owner at a known future date.
Our expiration on Shared Accounts was designed more to handle temporary situations like maternity leave or even long term situations where one AE is selling digital and another is selling Broadcast.
You may want to look into Salesperson Preview within Matrix. This allows you to setup "what if" type of scenarios and then when the time is right you execute it and the reassignments happen. It's not exactly perfect for your world as you would still need to share the accounts (assuming you wanted the new AE to start managing the account while the old AE still has it), but it's a possibility.
I'm now curious if other companies and groups are doing similar things. Thanks so much for your feedback!