Matrix Support

Account Profile - Overview

An Account’s Profile Page contains multiple areas that will help you manage the account. Activities, Contacts, Deals, and Revenue are accessible from this page. 

To view an Account's Profile: 

From the menu bar, move your cursor over the Lists menu and select Accounts. Then click the Account Name that you wish to view the Account's Profile

Note: The below represents an example of what a Billing Account would look like. Prospect and Lead accounts will contain less information.

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