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  1. 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.

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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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