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1. Account Prospects

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   4 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

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

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   Jenna Fox commented  ·  Aug 25, 2014  ·  Edit…  ·  Delete…

   When we receive prospects for approval we are not able to see if the account is being worked by another AE unless we open another screen and search accounts. This has let to prospects being approved in the system under multiple AE's. This causes problems for us. If there was a way to search from the prospect approval or if it alerted us somehow that the account was already being worked. It could also have a alert for the AE that says "this account is already being worked".

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   Jenna Fox supported this idea  ·  Aug 25, 2014