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We’re working on a new feature that will enhance the way “shared accounts” work but one of the end results will allow all salespeople to see this kind of information on accounts like this that they do not own.
Stay tuned. We’re hoping to get this out this year and are currently in the design phase of the feature.Mary Bernard supported this idea ·
An error occurred while saving the commentMary Bernard commented
Right now when prospecting accounts that are already in Matrix, you have to add the account to your master list and wait for the manager to approve it before you can see the contacts and previous activities listed under the account. You then clutter your master list with accounts that you have not even called on yet, just to see the contacts and acvitivies. If there is a way, it would be extrememly beneficial for AEs to see contacts & acitivies on any open accounts, so they can then call on them and see where previous AEs got with them before. If and when you get somewhere with the client, you then add them to your master list! This would save lots of time, and encouage more AEs to ustalize Matrix better.