Chris Van Leuven

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2 results found

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

    10 votes
    5 comments  ·  Matrix » Accounts  ·  Admin →
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    Chris Van Leuven supported this idea  · 
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    Chris Van Leuven commented  · 

    For Example, keep Jan, Feb, Mar on AE 1, then reassign April FWD to new AE, instead of entire billing history being reassigned.

  2. Have the ability to share alerts much like you do for reports

    1 vote
    0 comments  ·  Matrix » Alerts  ·  Admin →
    How important is this to you?
    Chris Van Leuven shared this idea  · 

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