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Pete Carissimo

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  1. The Budget template should be able to be revised.

    2 votes

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    1 comment  ·  Matrix » Budgets  ·  Admin →
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    Pete Carissimo commented  · 

    Allow Managers or Admin to edit/change budget attributes (For example: If when adding a row I accidentally selected an Auto category but really it should be Airline or if I left category blank so now it's showing up as *New Business) and have the ability to delete budget rows

    Pete Carissimo supported this idea  · 

  2. Account Prospects

    9 votes

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    4 comments  ·  Matrix » Accounts  ·  Admin →
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    Pete Carissimo supported this idea  · 
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    Pete Carissimo commented  · 

    When creating a new prospect with an existing, or already existing merge name, the system should show a message to let the user know the account already exists or has been merged to XYZ account.

  3. Dollars Asked to Dollars Closed

    2 votes

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    1 comment  ·  Matrix » Deals  ·  Admin →
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    Pete Carissimo supported this idea  · 

  4. Change the Budget default for Managers Profile from "Top-Down" to "Bottom-Up"

    2 votes

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    0 comments  ·  Matrix » Budgets  ·  Admin →
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    Pete Carissimo shared this idea  · 

  5. Add a new Security Group

    1 vote

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    0 comments  ·  Matrix » Security  ·  Admin →
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    Pete Carissimo shared this idea  · 

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