Matrix Support

Work with the Churn Accounts Pod - Salesperson

The Churn Accounts pod on the Street Level page can quickly show you a few accounts that had billed at this time last year, that thus far have not. This will allow you to ensure that money is not left on the table. To view the Churn Accounts pod, click on Street Level from the Menu Bar.

Each account name is a link to its profile page that provides additional details about an account, such as activities, contacts, and deals. Simply click on the Account Name in order to view more information.

By default, the data is dually sorted by Month, then alphabetically by Account. If necessary, you can re-sort the data by clicking a different column header.

Keyword Search: Street Level View, SL View, churn accounts, churn, churning accounts, 

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