Matrix Support
CRM
CRM related functionality within Matrix.
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