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Yocia Flowers

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  1. Add recurring events in Activities.

    50 votes

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    gathering requirements  ·  8 comments  ·  Matrix » Activities  ·  Admin →
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    Yocia Flowers supported this idea  · 

  2. AE's and Managers need the ablity to export the chart associated with the report.

    37 votes

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    0 comments  ·  Matrix » Reports  ·  Admin →
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    Yocia Flowers supported this idea  · 

  3. I would like it if activities could suggest a next step like creating/updating a deal upon closing

    3 votes

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    0 comments  ·  Matrix » Activities  ·  Admin →
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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    This is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.

    More to come in the future as we learn about this type of behavior.

    Yocia Flowers supported this idea  · 

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