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1. Historical billing should stay on original account owner during reassignment

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   5 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   Shae Comstock supported this idea  ·  Jul 11, 2013
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   Shae Comstock commented  ·  Jul 11, 2013  ·  Edit…  ·  Delete…

   We are really struggling with keeping track of what billing belonged to an AE at a point in time after the account has been transferred.

   Since we are motivated by commission (monthly, YTD or Yearly), it is almost impossible to use Matrix to provide us with this information. As a result we are dependent on Excel spreadsheets and Traffic reports.

   We really need your help in creating a solution that will provide us with a report that will show who owned what account at a point and time, as well as, the commission earned.

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