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Cindy Stone

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

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    5 comments  ·  Matrix » Accounts  ·  Admin →
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    Cindy Stone supported this idea  · 
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    Cindy Stone commented  · 

    Cindy Stone
    I am in the process of assigning accounts in Matrix to a new sales person. I am moving these accounts from the AEs who were babysitting. The thing is when I re-assign the account the former AE loses the historical 2017 revenue which counted toward their monthly budget.

    For example, when I re-assign the account, the former AE (who had October revenue) loses the October revenue that was counting into their October budget.

    The only way I can even remotely keep track of this is to create an Excel spreadsheet, and type in the book $'s up to the month was reassign, and use this moving forward instead of Matrix.

    I know I am not the only person that has this problem, and it would be a very good selling point if Matrix would retain the booked $'s under the previous AE for budget purposes only. Meaning history would move with the reassignment has it does today, but will show when viewing anything with Budget information

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