Matrix Support

Notes for May 5, 2021

Monarch

  • You can now search for projects from the global search bar at the top of any page and navigate to the respective project profile.
  • The Top 5 Salespeople card on the Project Profile can now be expanded to see the contributions by all salespeople on the project whether they have pitched anything or not. This is geared more for a manager and is a great way to see where a few salespeople might not have contributed yet and where others are shining!
  • Salespeople were seeing some incorrect calculations on the Project landing page which have now been corrected to only show their contributions toward a project.
  • Corrected an issue that would cause a contact to display on 2 or more Account Profile pages if you changed the company on the contact.
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