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Lynn

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3 results found

  1. Ability to mass delete prospects and leads

    6 votes

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    gathering requirements  ·  3 comments  ·  Matrix » General UI  ·  Admin →
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    Lynn shared this idea  · 

  2. Share List Builder Lists

    9 votes

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    gathering requirements  ·  2 comments  ·  Matrix » General UI  ·  Admin →
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    Lynn commented  · 

    If I create a list of specific accounts through List Builder and I want to share that list with another user, I would like to be able to share or give the user access to the list that I have created.

    An example of this might be as a manager creating a list of accounts for a new hire and would like to share that specific list with another manager.

  3. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    6 votes

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    gathering requirements  ·  1 comment  ·  Matrix » Reports  ·  Admin →
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    Lynn shared this idea  · 

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