AE Name Recorded Next to Activities, Notes, Deals, Etc.
As accounts sometimes have multiple owners (i.e. switched sales people, someone left, etc.), it would be good for any changes to each note, activity or deal to have the name of the salesperson who entered it next to the item - no matter who owns the account. This will help the salesperson know who the business talked to previously when taking over an account.
We have updated notes for the next installment of Matrix. You will be able to see who created notes, when they were created (or edited), edit notes, and even delete them.
Thanks for the feedback and we can’t wait to roll this out to our customers in 2017 as we continue working on a new user interface for our customers.