Matrix Support

Matrix Mobile - Working with Account Profile

Adding and Editing Activities for the Account

You can access the Account List by selecting the Accounts button from the Quick Launch navigation on your home page or from the main navigation side menu item.

To add an Activity while on an Account Profile, click on the Actions button in the lower right and then choose + Activity” from the menu. Matrix will automatically fill in the Account name for you and you can fill in the rest of the information and save it.

To edit an Activity while on an Account Profile, expand the Upcoming Activities or the Activity History section and tap on the name of the Activity that you wish to edit. Matrix will load a page allowing you to edit the existing values before finally saving it.


Pro tip! Swipe your upcoming activities to the left in order to expose a quick Complete button that will allow you to complete the activity without editing it. Of course if you have information from your call or meeting you’ll want to tap on the activity instead in order to update it.


Adding and Editing Contacts for the Account

To add a Contact while on an Account Profile, click on the Actions button in the lower right and then choose + Contact” from the menu. Matrix will automatically fill in the Account name and address information (if your Account has this) for you and you can fill in the rest of the information and save it.

- To edit a Contact while on an Account Profile, expand the Contacts section and tap on the name of the Contact that you wish to edit. Matrix will load the respective Contact Profile page where you’ll find an Edit button at the bottom just like the Account Profile. Tapping this Edit button will allow you to edit the Contact’s address information.

 

Adding and Editing Deals for the Account

To add a Deal while on an Account Profile, click on the Actions button in the lower right and then choose + Deal” from the menu. Matrix will automatically fill in the Account name for you and you can fill in the rest of the information and save it. Don’t forget to update the dollars on the deal for each of your Outlets that you are selling.

- To edit a Deal while on an Account Profile, expand the Deals section and tap on the name of the Deal that you wish to edit. Matrix will load the respective Deal page where you’ll find an Edit button for the overall deal where you can change things like the Sales Stage or add a Contact to it as well as the ability to edit the individual Outlets on the deal with their expect dollar amounts.


Adding Notes for the Account

- To add a Note while on an Account Profile, click on the Actions button in the lower right and then choose + Note” from the menu. Matrix will automatically fill in the Account name for you and you can fill in the actual note before finally saving it.


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