Thank you for the additional info! Do you think the target and target priority are things that should be seen by all users? Or should it really stay between the rep and their manager? I see the value in this and am trying to determine how to keep this simple from a UI /ease-of-use standpoint and still provide value.
Also, is this being tracked in a CRM as well or are you using Trella Marketscape as a CRM lite?
Hi Liz - yes, we are already using the assignment function but may have hundreds or even thousands of accounts assigned to one Rep. Our Director would like the ability to help narrow down all of those assignments and help the new reps to know which to target. As I understand it, currently the favorite or target option is only available to the person the account is assigned... and we would not want the Director to have a bunch of targets or favorites on his list that he wants for the assigned Rep. Hope this helps. Please let me know if more details are needed. Thank you.
Appreciate the idea! Are you already using the Assignment functionality and this would just be an additional way of categorizing the accounts that you are sending to a Sales Rep?
Sorry for my delay in reply... I see no reason that targets could be seen by all users.
Thank you for the additional info!
Do you think the target and target priority are things that should be seen by all users? Or should it really stay between the rep and their manager? I see the value in this and am trying to determine how to keep this simple from a UI /ease-of-use standpoint and still provide value.
Also, is this being tracked in a CRM as well or are you using Trella Marketscape as a CRM lite?
Hi Liz - yes, we are already using the assignment function but may have hundreds or even thousands of accounts assigned to one Rep. Our Director would like the ability to help narrow down all of those assignments and help the new reps to know which to target. As I understand it, currently the favorite or target option is only available to the person the account is assigned... and we would not want the Director to have a bunch of targets or favorites on his list that he wants for the assigned Rep. Hope this helps. Please let me know if more details are needed. Thank you.
Hello Vivian,
Appreciate the idea! Are you already using the Assignment functionality and this would just be an additional way of categorizing the accounts that you are sending to a Sales Rep?
Thanks!
Liz & Product