There are plans to have this available as an alert or some type of dashboard for our Premium customers, but you can still find Accounts that do not have a contact regardless, but there will be several steps involved;- Go to My List via the LISTS menu - ACCOUNTS option
- If an Manager, filter by a particular salesperson and/or Office if desired (recommended)
- Download to Excel, and save spreadsheet using a name that applies to the data contained within.
- Go to the LISTS menu - CONTACTS option, and download to Excel NOTE: there is no filtering option by Salesperson.
- Save the spreadsheet using a name that applies to the data contained within.
- You will need to sort by spreadsheets by the Advertiser Name, and then cross reference each to see which Advertiser Name does NOT appear in the Contact List - this would indicate that there is not contact attached.
Please contact Matrix Support via the SUPPORT menu option located on the right hand side of the Matrix menu bar - the Team will be able to provide this information for you.
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