Including contacts, email, phone numbers, etc.1 vote
Ability to Tag Agencies and pull in this information into List Builder1 vote
If the account is direct....the word direct should display in the agency list.2 votes
I created 2 prospect agencies incorrectly. I'd like them both removed.1 vote
We should be able to address this with some future Agency work that we’re going to tackle in the back half of 2020.
Stay tuned for updates as we get closer, and thank you for reaching out to us!
Why does Matrix show all agencies when on the Agency List, when 1/2 of them have stopped doing business with my accounts?
This is not a true representation of the Agencies that I am working on. Why can't there be an option to show ALL agencies, and the default would be show only agencies with accounts that have billed within the last 12 months? Or even better, following whatever our New Business by definition is set to?
I am not happy with this setup, and has render the Agency List useless.5 votes
Need to be able to import agencies the same way accounts can be imported.2 votes
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