Matrix Support
How can we help you today?
FAQ
CRM
Getting Started / Basics of Matrix
- Getting Started - A Quick Reference to Start with Matrix
- How Do I Log Into Matrix?
- Layout Overview
- Matrix Tools for One on Ones
- Search Basics
Contact Management
- Import Contacts into Matrix
- Export the Contacts List
- Export Contacts from Outlook
- Work with the LinkedIn Pod
- Edit or Delete a Contact
Activity Management
- Using the Matrix Activity Contact - Outlook
- How To Video: Adding Activities
- Save Activities to your Calendar
- Working with the Activities List
- Activities Calendar View - Overview
Account Management
- Account List - Reassign Accounts (Manager Access)
- Submit a Lead Account for Approval
- How Can I Merge Accounts?
- Account List - Delete Accounts
- How Do I Remove or Delete an Account from My Account List?
Agency Management
- How Can I Add Agency Contacts to an Account?
- Edit an Agency
- Can I Merge Agencies?
- How Do I Change an Agency on an Existing Account?
- Display an Agency
Integrations
- Wide Orbit - Generating Matrix Import Files
- WideOrbit - How to Find the WideOrbit AE Code
- Marketron - Generating Matrix Import Files
- MailChimp
- WideOrbit API
Matrix Mobile
- Accessing Matrix Mobile
- How to Save Matrix to your iOS Home Screen
- How to Save Matrix to your Android Home Screen
- Matrix Mobile - Home Page
- Matrix Mobile - Submitting Leads
Local Database Maintenance
- Local Account Maintenance - Overview
- Local User Maintenance - Overview
- Local User Maintenance - Add or Edit a User
- How To Video: Localized Account Maintenance - Manager Access
- Local User Maintenance - Merging a User
Reporting and Analytics
Deal Management
- How To Video: Entering a Deal
- Deal Management - Activities
- Deal Management - Getting Started
- How To Video: Setting up Deal Preferences and Adding Quick Deals
- Work with an Account's Deals - Adding or Editing Deals
Standard Reports
- Multi Year Sales History Report Overview
- Forecast Report Overview
- Pacing Report Overview
- Churn Account Report Overview
- Ranking Report Overview
Alert Center
Working with the Bird's Eye View
- Bird's Eye View Overview - Managers
- Bird's Eye View Overview - Account Executives
- Account Executive Scorecard - Overview
- Working with the Recently Imported Pod
- Working with the Sales Outlook Pod
Working with Budgets
- Budget Process Overview - Manager
- Budget Process Overview - Account Executive
- New Budget Training Webinars
- New Budget Process - Changing N/A Revenue Types - AE
- Budget Process - Changing N/A Revenue Types
Dashboards
List Builder
- List Builder - Adding or Editing a List
- List Builder Overview
- List Builder - Send Email
- How To Video: List Builder
- List Builder Mass Tagging
Working with the Street Level Page
- Work with Lead Accounts - Manager Access
- Street Level Overview
- Work with the New Prospects Pod - Manager Access
- Work with the Closing Soon Pod - Salesperson
- Work with the Churn Accounts Pod - Salesperson