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82 results found

  1. LAST USE OF ACCOUNT visable to all

    We need to have a last activity system

    like notes, are vewable and unchangable. this gives a quick overview of who is using the system as well. Other reps can see that on the master list to see who is not working accounts or at least logging info in case they want to take something over. there is still a reps privacy there but enables people on multiple levels to use that simple piece of info for several things.

    19 votes

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    8 comments  ·  Accounts  ·  Admin →
    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We have finished testing this feature to add the last activity dates to the Master Account List. This experience will be similar to what you have in Mobile and we can’t wait to share it with you in our April release!

    Along with seeing the completed last activity, you can see if a future activity is scheduled. This will definitely make your prospecting better and hopefully encourage everyone to enter their activities into Matrix in order to turn around sales faster than ever before. You don’t want to be the guy not entering or completing your activities now!

    Thanks for the feedback, and again this will be out in our April release.

  2. The ability to "request" account ownership

    Account Executives would be able to request ownership of an unclaimed account. Would make the process much easier on both account executives and managers who would have to manually move the accounts around.

    0 votes

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    0 comments  ·  Accounts  ·  Admin →
    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    Salespeople have this functionality today via the Prospecting link on the left. Search for specific accounts, accounts without recent billing in a specific category of business, accounts that are potentially churning. Once you find the account you're looking for you can request it be reassigned to you and the manager that oversees that outlet's decisions will be alerted to your request where they can approve or deny from the same Prospecting page.


    Let us know how it works for you!

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