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12 results found

1. adding percentage of budget to the Sales Outlook

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   1 comment  ·  Matrix » Sales Intelligence  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Mar 2, 2023

2. Account "Priority" available as a reporting filter.

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   0 comments  ·  Matrix » Reports  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Mar 2, 2023

3. Reassign and Merge on the same page

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   0 comments  ·  Matrix » Maintenance  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

4. Add recurring events in Activities.

   50 votes

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   gathering requirements  ·  8 comments  ·  Matrix » Activities  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

5. Display activity notes on account profile better

   8 votes

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

   Passing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.

   Thank you!

   Cristine Couldridge supported this idea  ·  Jan 20, 2022

6. Outlook to Matrix Calendar - help me help my managers

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   0 comments  ·  Matrix » Activities  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

7. Options for Account List

   23 votes

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   gathering requirements  ·  2 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

8. Would like to have a way that after an account has been labeled a lead for 90 days that we can send an email alert to the rep in charge and

   4 votes

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   gathering requirements  ·  0 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

9. Allow the end user to change the type of an account.

   5 votes

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   gathering requirements  ·  4 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   Cristine Couldridge supported this idea  ·  Jan 20, 2022

10. Change Last Billed label in Account List

    4 votes

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    gathering requirements  ·  0 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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    Cristine Couldridge supported this idea  ·  Jan 20, 2022

11. Click on an account in the account list it should open in a new tab

    2 votes

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    0 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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    Cristine Couldridge supported this idea  ·  Jan 20, 2022

12. The AE can request that an Account(s) to be reassigned from them

    6 votes

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    2 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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    Cristine Couldridge supported this idea  ·  Jan 20, 2022