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1. Reassign the office on a deal when the account's office is reassigned

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

   I’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.

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   Dan Lawrie commented  ·  July 09, 2018  ·  Edit…  ·  Delete…

   A mgr created a Deal and set Office to Seattle. Then the Account was reassigned to a Local AE, but the Office remained as Seattle. As a result, the AE does not have access to the Deal, and the Mgr cannot update it either.

   The software should be smart enough to know this and set the Office to LOCAL or close the Deal after reassignment

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   Dan Lawrie supported this idea  ·  July 09, 2018