Matrix

Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. adding percentage of budget to the birds eye view section

    you know that part up top where it says not quite there yet... your booked dollars need X$'s to meet budget? woudl be great to add a percentage of budget to it as well

    1 vote

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    1 comment  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  2. Manager Notes Notifications for Reps

    It would be great to be able to go into accounts, activities and deals as a manager and leave notes for a rep and then the reps would get notified of those when they log in with a bell notification.

    3 votes

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    1 comment  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  3. phone number on website

    I am having issues getting into Matrix. It would be nice to have a phone number on the main page to contact you.

    1 vote

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    0 comments  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Access Espresso Shot from within Matrix

    It's great to get the daily Expresso Shot overview of your business daily, but once you are working in Matrix there should also be a way to pull of that days summary overview within the system instead of having to go back to the email you received earlier that day.

    1 vote

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    0 comments  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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