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Ben McWhorter

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  1. 80/20 Report

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    0 comments  ·  Matrix » Reports  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We’re looking to do one better…

    We want to automatically prioritize Accounts based upon criteria (at least for those that are billing accounts).

    That way you’re not spending a huge amount of time flagging each account yourself. If you tell us that a Key account brings in > $20,000 a year then we’ll tag them all for you that way.

    When we get closer to actually working on this, I’d like to reach out to you for further defining the process. Particularly around prospects, how it might feel if priorities automatically changed over time based upon spending changes, and what cases there might be to override an auto assignment (if any).

    Thanks for the feedback!

    Ben McWhorter shared this idea  · 

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