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1. List Accounts without Contacts

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

   This is actually a very exciting request to hear! I want to elaborate on two fronts with this one…

   1) We have a way to get this information today. It’s a tool that our Success Managers at Matrix utilize to help customers like you better understand how the system is being utilized. When our success managers check in with you, I encourage you to set up a plan with them that helps increase the usage of Matrix with your sales team! Also, one of our support reps will be sending a copy of this export to you that shows if an account has a contact or not among many other interesting tidbits about your accounts at a quick glance.

   2) We’re building a brand new alert engine that will allow you to get information just like this! “Show me accounts that have no contacts” sure thing! “Show me Salespeople with less than 10 prospect” you bet! maybe those are valid or silly results…either way I want you to understand that we are building a powerful tool for our users to find data just like this. we expect to have this portion ready in 2017 so stay tuned!

   This is actually a very exciting request to hear! I want to elaborate on two fronts with this one…

   1) We have a way to get this information today. It’s a tool that our Success Managers at Matrix utilize to help customers like you better understand how the system is being utilized. When our success managers check in with you, I encourage you to set up a plan with them that helps increase the usage of Matrix with your sales team! Also, one of our support reps will be sending a copy of this export to you that shows if an account has a contact or not among many other interesting tidbits about your accounts at a quick glance.

   2) We’re building a brand new alert engine that will allow you to get information just like this! “Show me accounts that have no contacts” sure thing! “Show me Salespeople with… more

   Gail Branham shared this idea  ·  Dec 5, 2016