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Matrix

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2 results found

  1. Account List Filters should be sticky

    Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    We are planning to handle this as part of a large Account and Agency undertaking this winter!

    I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.

    Thanks for the feedback, and please stay tuned!

  2. Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    1 vote

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    Prioritizing  ·  0 comments  ·  Accounts  ·  Admin →
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