Matrix Support

Work with the Upcoming Pending Deals Pod - Manager Access

The Upcoming Deals Pod will show a Manager a listing of the upcoming deals on their team. This allows for a quick review of what deals your team is working on. To access the Upcoming Pending Deals pod, click on the Street Level link in the Menu Bar.

By default, the data is sorted by Est Close. If necessary, you can re-sort the data by clicking a different column header.

Note: Selecting a sorted column multiple times alternates the data between ascending and descending order.

Access Account, Deal, or AE Information

The account, deal, and AE (salesperson) names, appear in blue, underlined text, indicating that they are hyperlinks. Click a name to display an account or deal profile page, or an AE scorecard.

Keyword Search: Street Level View, SL View, Pending Deals, estimated close, Upcoming deals, 

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