All of the Matrix functionality that we’re introducing you to (minus Reports) is available directly from your smart phone, so you have all your data wherever you go, and whenever you need it.
Go to the same URL that you use for the desk top version on your phone’s browser (Safari, Chrome, etc).
- The first time you log into Matrix Mobile you will be prompted to save the Matrix icon to your home screen so you can access it just like a native app in the future.
Once you’re in:
- The Account Profile View
- Adding/Editing Accounts
- Submitting Leads – For AE’s working with Leads
- Approving Leads – For Managers working with Leads