Matrix Support

Where Can I See the Weight and Sales Stage of a Deal?

The Weight and Sales Stage options exist within the Deal itself, and is visible in four ways;

1. When creating a Deal via the Deal Management screen and clicking on the pencil icon located in the top middle part of the Deal Header

2. When creating the Deal via the ACTIONSAdd a Deal

3. When creating a Deal from the Account Profile page – DEALS tab

4. When creating a Deal from the Account ListAdd a Quick Deal option via the gear icon

NOTE:  After a Deal is created, the Edit Deal Details can only be accessed via the Deal Management page.

Another way is through the QUCK EDIT feature located on the Bird’s Eye View page or from the Account List:

Did you find it helpful? Yes No