Matt Wagner
Activity overview
Latest activity by Matt Wagner-
Matt Wagner created a post, Exporting list of checked out samples
It would very helpful to be able to export to CSV (like counts and values) a list of checked out samples. This would go a long way to helping us manage the samples that are out.
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Matt Wagner commented, This a good idea and would be helpful.
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Matt Wagner created a post, PlannedSearch Schedule in RED by salesperson
Our salespeople use mobile exclusively and currently have no insight into the schedule. It would be very helpful if they could search for THEIR JOBS (search by salesperson) in MOBILE. Currently on...
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Matt Wagner created a post, Ability to export list of samples checked out in CRM
In order to better manage samples that have been checked out, it would be very helpful if the list of checked out samples could be exported to CSV/excel.
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Matt Wagner created a post, CRM export of counts and values - include Estimator Name
The export of the data from CRM (Counts and values) currently does not include the Estimator name. This is valuable to help me track closing ratio by estimator and not just salesperson
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Matt Wagner created a post, CRM Dashboard accessible for managers
To improve my managers oversight of their team it would be helpful for managers to be able to view the dashboards of his/her team members. Currently, there is no insight for managers without loggin...
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Matt Wagner created a post, Identifying an opportunity as having been measured
We are struggling to track closing ratios of measures sold (in addition to opportunities sold closing rate). Currently there is no way to get a count of the number of measurements being done (besid...
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Matt Wagner created a post, Adding notes to TOP of internal notes from mobile
We use INTERNAL notes a lot and always put the most recent note at the top so users don't have to wade through to the bottom to see the LATEST RED (mobile) adds them to the bottom. I would like...
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Matt Wagner created a post, Displaying TEXT Boxes when sharing a doc from MOBILE
When sharing the room plan in MOBILE, text boxes do not appear like they do in the proposal of MM3 when "room plan" is selected. We are using this function to get customer's approval and put import...
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Matt Wagner created a post, Allow edit to MEASURE TYPE in RFMS Online products
Because our vendors mix LVF between PLANK and TILE into one product code, these products are often added to RFMS online under the wrong type of measure type. EX - LVT come over as PLANKS and LVP co...