Matrix Support

How to Find Accounts Without Contacts

There are plans to have this available as an alert or some type of dashboard for our Premium customers, but you can still find Accounts that do not have a contact regardless, but there will be several steps involved;

- Go to My List via the LISTS menu - ACCOUNTS option

- If an Manager, filter by a particular salesperson and/or Office if desired (recommended)

- Download to Excel, and save spreadsheet using a name that applies to the data contained within.

- Go to the LISTS menu - CONTACTS option, and download to Excel  NOTE:  there is no filtering option by Salesperson.

- Save the spreadsheet using a name that applies to the data contained within.

- You will need to sort by spreadsheets by the Advertiser Name, and then cross reference each to see which Advertiser Name does NOT appear in the Contact List - this would indicate that there is not contact attached.

Please contact Matrix Support via the SUPPORT menu option located on the right hand side of the Matrix menu bar - the Team will be able to provide this information for you.

Keyword search:  Missing contacts, missing contact, accounts without contacts, account with no contact, list builder

Did you find it helpful? Yes No