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5 results found

  1. Search Deals by Tags

    It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.

    2 votes

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    gathering requirements  ·  3 comments  ·  Deals  ·  Admin →
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  2. Reassign the office on a deal when the account's office is reassigned

    We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.

    2 votes

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    2 comments  ·  Deals  ·  Admin →
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  3. I want to win or lose specific dollars on a deal

    Right now i win or lose a deal. I'd like to win or lose a specific dollar amount for a given month for a given Outlet/Revenue Type. Any cell, for a lack of a better term, could be won or lost if I wanted to.

    I can win or lose a deal
    I can win or lose a month
    I can win or lose a row
    I can win or lose a cell

    1 vote

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    gathering requirements  ·  0 comments  ·  Deals  ·  Admin →
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  4. Split Deals

    Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...

    1 vote

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    gathering requirements  ·  0 comments  ·  Deals  ·  Admin →
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  5. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

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