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1. Reporting - Linked to ListBuilder

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   0 comments  ·  Matrix » Reports  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  Apr 5, 2022

2. Reports - Custom Account List - Linked to ListBuilder

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   0 comments  ·  Matrix » Reports  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  Apr 5, 2022

3. Deal Preferences

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   0 comments  ·  Matrix » Deals  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  Nov 22, 2021

4. Ability to mass delete prospects and leads

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   gathering requirements  ·  3 comments  ·  Matrix » General UI  ·  Delete…  ·  Admin →
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   Chuck Lewis supported this idea  ·  Oct 28, 2021
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   Chuck Lewis commented  ·  Oct 28, 2021  ·  Edit…  ·  Delete…

   mhettinger@hearst.com Mike from Hearst - Omaha. mentioned he would love to have mass delete of Prospect Accounts

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5. Budget AutoFill Round Up or Down

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   0 comments  ·  Matrix » Budgets  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  Oct 28, 2021

6. If Outlets are selected on Activities, then consider them as part of a manager’s security partition

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   0 comments  ·  Matrix » Activities  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  May 25, 2021

7. Rejecting Lead Accounts

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   0 comments  ·  Matrix » Accounts  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  May 21, 2021

8. Display All Salespeople on My Team on Salesperson Filter on Account List

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   gathering requirements  ·  1 comment  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
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   Chuck Lewis supported this idea  ·  Jul 30, 2020

9. Exporting Reports - Show Gridlines

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   0 comments  ·  Matrix » Reports  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Lewis shared this idea  ·  Oct 14, 2019