Salesperson Preview
I am working on list scenarios and it would be helpful to allow other users to access the previews for review. As the GSM, I want the LSM to have the ability to review the propsed changes
Anonymous
shared this idea
We have decided to focus our efforts on our Monarch product which does not have this feature due to consistent lack of use within Matrix Web and previous products.
We have instead provided ways for managers to find the accounts that should be reassigned in order to keep communication flowing instead of playing out what if scenarios that only focused on revenue for decision making. We have also taken a look from the other end as a salesperson requesting ownership of Accounts as this is a growing trend and need of our users.
Thank you for your feedback!
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Gus Kougendakis
commented
To be able to share the recommended changes, similar to how you share reports.
The excel export is big and ugly.
Also to see the Accounts in more detail and what was moved so you do not have to export to Excel