The above video walks the user through the Account Profile page.
Matrix Support
Related Articles
- 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?
- How To Video: Account List Overview
- Add an Account from Account List
- Working with the Account List
- Display an Account
- Cancel a Lead Account Submission from the Account List
- Edit an Account from the Account Profile
- How Do I Delete a Prospect with a Deal Associated to Them?
- View an Account’s Deals/Quick Edit
- How To Video: Entering New Accounts
- Account List - Import Accounts
- Account List - Export Accounts
- How to Edit Account Priority?
- Account Profile - Work with the Tags Pod
- Add a Quick Deal
- Getting Started with Shared Accounts
- Shared Accounts - Manager Actions
- Working with a Shared Account
- Shared Accounts FAQ's
- Work with the Account Details Tab
- How To Video: Account Import and Export
- Work with the Activities Tab
- How Can I Merge Accounts When It is Assigned to More Than One AE?
- Work with the Contacts Tab
- Account Profile - Overview