segmentation by city/state/or ZIP code
if you cannot (which wasn't obvious to me) I would like the ability to pull up accounts and contacts by geographic locales
This functionality currently exists. I’ve attached some Quick Reference Guides and videos as a comment to this request for you to go through as well as reached out to our support team so that someone can give you a call and go through the functionality with you.
Please let me know if you have any additional questions and thanks for submitting your feedback!
-
AdminRyan Moore (Product Owner, Matrix) commented
You certainly can do this with List Builder, a feature of our Premium offering. You're also in luck because you have Premium :)
As long as your accounts have address/city/state/zip then you'll be able to find the accounts within the specified area. I can't stress enough how important it is to make sure your address info is correct in order to take advantage of this in its entirety!
Not only can you pull the list, but you can do mass actions like mapping, creating activities, planning routes, and running reports from those lists. Imagine answering the question "how are my Automotive companies in Tampa doing?" and looking at their forecast out of the hundreds (thousands?!) of Accounts in your system. It's pretty powerful stuff.
I've sent this request over to the support team and someone will contact you in order to review the feature with you.
Feel free to read over our informative Quick Reference Guide here: http://web28.streamhoster.com/asample/ae_qrg/listbuilder.pdf
Or view a short video on the power of List Builder here: http://web28.streamhoster.com/asample/miscvideo/list%20builder%20video.mp4
Thanks so much for your feedback!