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Andres Paz

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

    10 votes

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    5 comments  ·  Matrix » Accounts  ·  Admin →
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    Andres Paz commented  · 

    Could we implement a start date when re-assigning acccount?

    Problem:
    I re-assigned an account from one ae to another starting July 2014, there is history in Q2 and we pay a quarterly bonus, the ae that was handling the account in q2 should be compensated for q2 but the $ shows on the new ae.

    This problem also aplies when a salesperson leaves, I want to re-assign right away but I don't want to pay a bonus for the history from a previous ae

    Andres Paz supported this idea  · 

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