Matrix Support

How to Change an Office on a Deal?

1. Click the DEALS menu option from the Matrix menu bar (top of screen)

2. Select an account that houses the Deal from the My Accounts list on the left

3. Select the Deal Name from the Deal Name drop down list.

4. Click the pencil icon (as shown below).

 

5. The Edit Deal Details dialog box displays - Here you can change the Office via clicking on the Office drop down box;

6. Click the Save button to commit any changes.


Did you find it helpful? Yes No