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Shelley

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  1. add contact person name area to "add a prospect" window

    3 votes

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    4 comments  ·  Matrix » Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.

    Thanks!

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    Shelley commented  · 

    suggest to add a 'name' and 'email' field to the "add a prospect" window instead of having to go to the contacts section after creating the prospect...have all contact fields available in the "adding" section

    Shelley supported this idea  · 
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    Shelley commented  · 

    within the "add a prospect" window please add a contact field for the person's name and/or title (along with room for their own personal direct dial and/or email)

    Shelley shared this idea  · 

  2. Need a way to show accounts billed or created between specific dates

    4 votes

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    gathering requirements  ·  1 comment  ·  Matrix  ·  Admin →
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    Shelley supported this idea  · 

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