Would like to attribute one or more outlets to activities
This has been requested by a few customers. When AEs have claimed an account on multiple outlets, managers want to be able to see if the account is being worked on all outlets or particular outlets. This would be best as an optional field.
2
votes
Eileen Fredette
shared this idea
This has been released and is available for you to use today! Get out there and be active!
Thanks for the great feedback.
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Chad Woolbright
commented
This feature is in great need because one would then be able to view what Meetings, Calls, Emails, etc. are pertaining to a particular property since it is common for a single Account (Advertiser) to sell on each.
Having this information available, will help Mgr's coach the AE on what properties they need to or not spend time on.