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Chuck Lewis

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7 results found

  1. Account Reassignment Report

    4 votes

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    4 comments  ·  Matrix » Reports  ·  Admin →
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    Chuck Lewis commented  · 

    kristen.white@wjhg.com (Gray) suggested to have a Report that a User can enter any time frame to see what / when a Reassignment happened from who to who

    Chuck Lewis supported this idea  · 

  2. Reporting - Linked to ListBuilder

    1 vote

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    0 comments  ·  Matrix » Reports  ·  Admin →
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    Chuck Lewis shared this idea  · 

  3. Ability to mass delete prospects and leads

    6 votes

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    gathering requirements  ·  3 comments  ·  Matrix » General UI  ·  Admin →
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    Chuck Lewis supported this idea  · 
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    Chuck Lewis commented  · 

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

  4. Budget AutoFill Round Up or Down

    1 vote

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    0 comments  ·  Matrix » Budgets  ·  Admin →
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    Chuck Lewis shared this idea  · 

  5. Rejecting Lead Accounts

    1 vote

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    0 comments  ·  Matrix » Accounts  ·  Admin →
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    Chuck Lewis shared this idea  · 

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

    4 votes

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    gathering requirements  ·  1 comment  ·  Matrix » Accounts  ·  Admin →
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    Chuck Lewis supported this idea  · 

  7. Exporting Reports - Show Gridlines

    1 vote

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    0 comments  ·  Matrix » Reports  ·  Admin →
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    Chuck Lewis shared this idea  · 

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