Matrix Support

Account Profile - Overview

An Account’s Profile Page contains multiple areas that will help you manage the account. Activities, Contacts, Deals, and Revenue are accessible from this page. 

      - To view an Account's Profile, from the menu bar, move your mouse over the lists menu and select Accounts. Then click the account name that you wish to view the Account's Profile

The below represents an example of what a Billing Account would look like. Prospect and Lead accounts contain less information.


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