Search
-
I would take away the transitions that occur between clicks. · completed
-
Outlet drop down when Adding an Account · declined
-
Cursor moves to pop up box when merging accounts
-
Allow for the AE Sales Outlook Data Card to have the same links as a manager · completed
-
Column cut off with no scroll option on Alert Center Results for Pacing Falling Behind · completed
-
when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/
-
Please add Last Billed to the Account list. It is currently one step in. Would love to see that data field in initial list. · completed
-
Performance page Adding - graphic Chart · completed
-
This report needs a variance · declined
-
Monarch Deals List similar to Deal Management in Premium · completed
-
Adding Rev Type To The Activity Impact Report · declined
-
Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend
-
Add filters to Biggest Pending Deals (Birds Eye View, Manager level) · completed
-
Gregorian or Broadcast option when pulling Commissions Report · declined
-
Account Sharing · completed
-
Have the option to split an account Revenue and Budget between two AEs
-
Headers (columns) - Months
-
Printing Reports · completed
-
Need to claim a lead on specific outlets, not all outlets · completed
-
Show AEs without Activities in Activity Report · declined