Matrix Support

Why is there No Deal Tab in the Account Profile?

It is possible that the Account Profile that is being utilized is a Lead account. The deals tab does not show for Lead accounts.

For more information on how the Leads Process works in Matrix, click on the following links:

- Submit a Lead Account for Approval from the Account List

- Matrix Mobile - Submitting Leads

- Work with Lead Accounts - Manager Access

- Work with the New Prospects Pod - Manager Access

- Matrix Mobile - Approving Leads

Keyword search:  Account, Profile, Leads, Deals

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