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  1. The AE can request that an Account(s) to be reassigned from them

    6 votes

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    2 comments  ·  Matrix » Accounts  ·  Admin →
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    Anonymous commented  · 

    Would like to take this a step further to allow AEs the ability to directly remove accounts from their list, which would then send to an open bucket that is viewable on the Master List. Would also be nice if, as a manager, a heads up was made when a change like this occurs.

    Anonymous supported this idea  · 

  2. Filtering Quiet Accounts Alert with Tags

    1 vote

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    0 comments  ·  Matrix » Alerts  ·  Admin →
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    Anonymous shared this idea  · 

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