The above video walks the user through an overview of entering a deal
Matrix Support
Related Articles
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- How To Video: Setting up Deal Preferences and Adding Quick Deals
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- Auto Reconciliation - Explained
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- Deal Management - Notes
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- Work with the Revenue Comparison Tab
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- How to Delete a Deal
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- I Still Have Pending, After I Manually Closed a Deal?
- Why is My Pending showing under N/A?
- I Do Not See My Pending in Reports or Bird's Eye View?
- Entering Deals - How to Copy or Split Pending Across Months
- Editing Deals
- When I am in the Deal Management Screen, Why Isn't My Pending Showing Up in the Pending Column?
- Why Doesn't the Amount of Pending Show Up on the Left Side of the Deal Management Page After I Add Pending Dollars?
- Where Can I See the Weight and Sales Stage of a Deal?