Matrix Support

Matrix Mobile - Adding and Editing Deals

The best thing we can tell you is to create the deal from the Account Profile via the Actions menu and selecting the + Deal option. Of course you can create them anywhere, but this is an easy way to help automatically populate data for you.

Deals are how you update your pending which contributes to your forecast and allow you and your manager to track how you are performing compared to your budget. They’re crucial to a successful, profitable month/quarter/year, and are relatively easy to update from your mobile device. 

Keyword Search: Android, iOS, Mobile, Account Profile, Add deals on mobile, edit deals on mobile, close date, sales stage, weight, adjustment, 

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