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Jason H

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  1. Send a Global Broadcast Message

    3 votes

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    1 comment  ·  Matrix » Pods  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    This sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.

    I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.

    Thank you!

    An error occurred while saving the comment
    Jason H commented  · 

    There is no tracking or record of when accounts are merged or renamed. It would be extremely helpful to see what changes are made and who/when an account was merged or renamed by on the Account profile (similar to when an account is reassigned, an activity is created, deal is updated, etc.) or on the Account Maintenance page.

    Jason H supported this idea  · 

  2. Include Weighted Forecast Option in the Forecast Change Report

    5 votes

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    2 comments  ·  Matrix » Reports  ·  Admin →
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    Jason H shared this idea  · 

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