Matrix Support

Matrix Mobile - Editing and Creating Accounts

Accounts can be created within Matrix as Leads or Prospects...or both! It all depends on what your company has decided is the best workflow for new business. Creating an account is simple and can be done from any page via the Actions menu and then choosing "+ Lead" or "+ Prospect" (again depending on your permissions). Editing an account can be done from the Edit option at the bottom of an Account Profile. The forms are the same no matter what and we encourage you to fill out as much information as you can in order to make your experience with Matrix much stronger!





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