Matrix Support

Deal Management - Notes

Access the Deal’s Notes
1. Access the Deal Management page by selecting Deals in the Menu Bar located at the top of any any page.
2. Select an account from the My Accounts list on the left.
3. To access the Deal’s Notes, click the Notes tab located at the bottom part of the screen, and the notes associated with the deal will display.

Add a Note
1. Click the '+' (Add a Note) button.The Add a Note dialog box displays.
2. In the text area, type a note.
3. Click the Save button.

Note: An existing note cannot be edited or deleted.

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