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← Customer Feedback for Matrix

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3 results found

  1. 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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    Anonymous commented  · 

    Allow the ability to Mass Action Delete Prospect and Lead Accounts. Today you can only do it one account at a time by selecting the gear icon.

    Anonymous supported this idea  · 

  2. Allow contacts to be associated with multiple accounts

    13 votes

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    6 comments  ·  Matrix » Contacts  ·  Admin →
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    Anonymous commented  · 

    Limit users to enter contact once. If Matrix recognizes that the email address or phone number has already been added, prevent users from adding the contact to eliminate duplicate contacts.

  3. Bring Salesperson Preview back to Monarch

    5 votes

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    3 comments  ·  Matrix » General UI  ·  Admin →
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    Anonymous supported this idea  · 

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