Matrix Support

Notes for October 13, 2017


  • Monarch will be much smarter when you are adding Contacts, Activities, Deals, etc and will help you to fill in some of the information automatically. Of course you'll need to fill in the details (we're not mind readers!), but this should save you a lot of time and help keep data more rich and accurate.


  • Managers utilizing the new budgeting experience can once again automatically fill out their budgets. Sorry for pulling this out early on, but we had to correct major performance issues once you all started using it! Please let us know if you experience any difficulties with this feature.
  • Referencing historical revenue while updating budgets will once again display revenue correctly when attributed to inactive salespeople.

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