Matrix Support

Matrix Mobile - Account Profile Overview

An Account Profile is best accessed by searching for the Account via the Search box at the bottom of any page or looking through your Account List. 


The Account Profile tells you a story about the Account that you cannot find anywhere else...and I mean anywhere! This exists for each of your individual accounts and while the layout is exactly the same, the story it tells is unique only to that Account.

 

The Account Profile Page displays information about an account that is unique to that account such as upcoming activities, past revenue, affiliated contacts, and even what percentage of revenue they represent across all of your accounts. Don’t forget to scroll in order to see everything!



Keyword Search: Android, iOS, Mobile, Account Profile, mobile accounts, viewing account on mobile, activities, history, contacts, Locker, Deals, Revenue, Tags, Edit Account on Mobile, News Feed, 

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