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If you are using the sorting by Sequence Name option or any option whereby the activities in the Sales Accelerator are sorted under a header and can be collapsed or expanded, if you were to collapse your headers to limit the expansiveness of options showing, then select a single record from the expanded header, then automatically the list re-opens every collapsed header and you're brought back to the very top of the list again.


This frustrates my Producers greatly and is becoming a nuisance in their daily effort in the CRM. Not sure if this is a "BUG" or a feature request so I'm starting here for our organization. With over 2,500 licensed sales teammates, hoping this gets picked up quickly and resolved.

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Comments

M

Agree, we want to be able to target specific Segments & Sequence combinations intra-day, for example we have an "Expiring Soon" Segment & Sequence combination that we might want to work first before going back to a "Due Date" order once a seller has completed all their Expiring Soon prospects.

Category: Sales Accelerator