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  1. I would take away the transitions that occur between clicks.  ·  completed

  2. Outlet drop down when Adding an Account  ·  declined

  3. Cursor moves to pop up box when merging accounts

  4. Allow for the AE Sales Outlook Data Card to have the same links as a manager  ·  completed

  5. 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

  6. Column cut off with no scroll option on Alert Center Results for Pacing Falling Behind  ·  completed

  7. when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/

  8. Performance page Adding - graphic Chart  ·  completed

  9. This report needs a variance  ·  declined

  10. Monarch Deals List similar to Deal Management in Premium  ·  completed

  11. Gregorian or Broadcast option when pulling Commissions Report  ·  declined

  12. Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend

  13. Adding Rev Type To The Activity Impact Report  ·  declined

  14. Have the option to split an account Revenue and Budget between two AEs

  15. Headers (columns) - Months

  16. Show AEs without Activities in Activity Report  ·  declined

  17. Add filters to Biggest Pending Deals (Birds Eye View, Manager level)  ·  completed

  18. Printing Reports  ·  completed

  19. Account Sharing  ·  completed

  20. Need to claim a lead on specific outlets, not all outlets  ·  completed

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