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Categories CRM App
Created by Guest
Created on Apr 20, 2022

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Ability to filter by Magic Matrix Category Stage

A customer would find it useful to be able to filter by the Magic Matrix Category Stage e.g. see all customers with Unaware stage of X Magic Matrix Category. Currently you can filter by Category, Account Manager, RFM Segment & Industry.

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Magic Matrix to filter to 'Bought only'

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Some customers would like to take advantage of the Magic Matrix by filtering out customers who have no 'green' at all. This way they can see at a glance which customers are buying from them vs not
Guest over 1 year ago in  0