AE's and managers need the ability to edit client names / spelling
Anonymous
shared this idea
While we don’t necessarily agree with this for AE’s due to the inherently lesser security view of data within the system, the functionality does exist for managers. In fact we JUST put it out this past weekend in our latest release!
Managers have the ability to rename (hey sometimes we spell prospects incorrectly ya know?), merge (sometimes we then get it right when the billing comes in), and group (and sometimes you just need to see all of those auto dealers together as one) their accounts.
I’m going to send this request over to the success management team and they’ll look into getting the right people hooked up with this ability right away.
Thanks for reaching out to us. We hope you find your turnaround for cleaner data to be much shorter in the near future.