Matrix Support

How to Find Outlets that Are Assigned to an Account?

Depending on the type of account (Billing vs. Lead, Prospect) there are different ways to see what outlets are assigned to an account. For Lead and prospect accounts this can be found in the account profile by:

1. Opening the account

2. Click the Pencil Icon in the top left

3. View the Outlets in the “Selected Outlets” section

To find the outlets assigned to a billing account you will need to:

1. Click the + to the left of the account name in the accounts list

2. The outlets for that account will show in the sub-grid level. 

Note: You can view the outlets for Lead and prospect accounts from the sub-grid level as well, but once the account is a billing account it will only show the Outlets that had booked dollars.

Keyword search:  Account, Outlet

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