Matrix Support

I Have a Budget Template that I Would Like to Send to the AE’s and I Cannot Send It

Only budget templates with “Account” in it's hierarchy are able to be sent to the AE's. If you are not budgeting by Account, you will not be able to send the budget template to your sellers.

Also, AE’s are only allowed to receive one budget template annually. If you have already sent them a template, you will not be able to send another one to them.

If you are trying to send them a second template, please do not be deceived by the message that the template had been sent. The message just means that they have already received one template.


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