Matrix Support

Notes for October 27, 2021


  • The Prospecting Page now displays Lead Approvals and Requests for Reassignments separately.
  • Managers can now optionally choose which salespeople they receive emails from for prospect approval and reassignment requests from their My Profile page after enabling the Email option.
  • Security Roles can now be configured to automatically apply Account Tags to Accounts owned by members of a specified role anytime the user becomes an owner of the account (reassignment, manually, billing import, proposal import, including if the Account was owned prior to the feature being enabled and configured. This could be used, for example, to tag work by a team that is primarily focused on new business to track their efforts in generating revenue over time, reviewing their progress using List Builder and various reports. For more information on using this feature, please contact your Success Manager.
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