My feedback

2 results found

1. Account Prospects

   9 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

   Moving this up in priority for visibility as a candidate for future development.

   Daryl Heller supported this idea  ·  Aug 16, 2013

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

   4 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   gathering requirements  ·  1 comment  ·  Matrix  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Daryl Heller supported this idea  ·  May 6, 2013
   An error occurred while saving the comment
   Daryl Heller commented  ·  May 6, 2013  ·  Edit…  ·  Delete…

   One additional thought on this is to have a way to see what prospects are actually being worked by being able to pull a report that shows what accounts have had "no activities" in a specific time period. I am doing an account draft also, and have over 300 prospects in Matrix but no way to see the ones are just sitting on someones list not being worked.

   Save Submitting...