Matrix Support

Deal Management - Overview

Access the Deal Management page by selecting Deals in the Menu Bar located at the top of any any page.

The Deal Management page allows you to efficiently manage your deals. You can very quickly update deals for all of your accounts, right from this page! On each deal, you have the ability to add and maintain the details of a deal such as the Outlet, Revenue Type, Amount, and Commission Rate. This level of detail is important because you will be able to gain a better understanding of your clients’ advertising needs.

Keyword Search: Deal Management, Deals, View Deals, work with deals, forecast, view deal details, add deals to accounts, review deals, revenue comparison, activities, projects, notes, Matrix locker, deal details, my book of business

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