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Product Feedback and Release Notes
Open Learning Sessions
Activate / Deactivate Users
FAQ
CRM
Reporting and Analytics
FAQ
FAQ
How To Video: Navigating Matrix
Release Notes and Product Feedback
Matrix Terminology
Where Do I Find Open Learning Trainings?
Account List Management - Account Executives
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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
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Contact Management
Import Contacts into Matrix
Export the Contacts List
Export Contacts from Outlook
Work with the LinkedIn Pod
Edit or Delete a Contact
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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
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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?
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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
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Integrations
Wide Orbit - Generating Matrix Import Files
WideOrbit - How to Find the WideOrbit AE Code
Marketron - Generating Matrix Import Files
MailChimp
WideOrbit API
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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
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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
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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
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Standard Reports
Multi Year Sales History Report Overview
Forecast Report Overview
Pacing Report Overview
Churn Account Report Overview
Ranking Report Overview
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Alert Center
Alert Center - Create an Alert
How To Video: Setting Up Alerts
Alert Center Overview
Alert Center - Take Actions
Alert Center Configuration
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
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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
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Dashboards
Sales Coverage Analysis Dashboard - Overview
Activity Analysis Dashboard - Overview
Pipeline Analysis Dashboard - Overview
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
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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
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