Demo for the national accounts team

DeShawn, Good to catch up on the last call. Here's where we are: you wanted the national accounts, branch and credit teams to see the same contractor account, and you wanted to see it on your own data, not a canned example. I'd like to set up that demo. Proposal: one session, kept under an hour, with you plus a branch manager and someone from credit if you can get them. We'd pick one national contractor account and walk through what each of them sees. What would make this a yes from your side? If there's a specific account you want us to use, tell me and I'll have Theo prepare it. Could you do next Tuesday or Wednesday afternoon? Thanks, Jordan

Jordan, Sorry for the slow reply, I was out at a couple of branches last week. Let's keep this moving. Tuesday and Wednesday are gone, Thursday at 10:00 works. I'll bring one of my regional managers and someone from credit. Keep it tight. Show me the account, not the dashboard. What does the branch see when a contractor walks in? That's the question I'll be asking. For the account, use one of our big national contractors. I'll send the name to Theo directly so it doesn't sit in a long thread. Thanks, DeShawn