6 results found
Create an alert for when a new Lead Account or new Prospect Account is added into Matrix1 vote
Our recent Sales Productivity Card is built to handle this and many other metrics across your entire sales team.
Add the card to your home page today and know when accounts are added, activities are created, or how much pending is past due (and more) today!
No ability to download alert results from within Monarch, why?6 votes
We have just completed the development effort for this, and you should be seeing it in Monarch on August 5!
Thanks so much for the feedback. We hope it brightens your day and makes using Monarch a tiny bit better.
Create an alert on accounts that have not had activity in a specified number of days.3 votes
A Quiet Accounts Alert now exists within Matrix. Give it a go!
We’ll be enhancing alerts in the future to also allow you to limit by Account Type so stay tuned for even more enhancements.
This exists already as the “Should Have Booked By Now” alert. It looks into the future and finds accounts that booked by today’s date or earlier and currently do not have dollars booked.
I would like to set a number for deals created a week. It is good to have prospects, even better to have appointments, what is missing is the deal.1 vote
We have created a Deals Created by Time frame report that lets you see the deals that are created in a given time frame.
It is a custom report, and I cannot turn this on for you by default, so I encourage you to reach out to your Success Manager at Matrix in order to see if we can get this turned on for you.
Need to widen, resize data, or allow for scroll.1 vote
Alerts have been rewritten and this issue has been resolved.
Thanks for pointing it out!
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