Matrix Support

How to Group Account List by Salesperson

If your Market is not using Matrix Premium, you can still create a list that is grouped by Salesperson, and the number Accounts assigned to each; however, there will be several steps involved;

1. Please click Lists, select Accounts
2. Click Edit if you would like to filter the Account List.
3. Download the Account List into Microsoft Excel by clicking on the Export Account button on the top right.
4. Use the functionalities in Microsoft Excel to sort the Salesperson column or filter the Account list to particular AE.
Note: Click here to learn how to subtotal within Microsoft Excel. 
If your market is on Matrix Premium, click here to details about List Builder, and how you can create a list that can be downloaded, and subtotaled to look like the attached example.
Keyword search:  group by, salesperson list, AE list, list of accounts.
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