Matrix Support
Account Management
- 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 Profile Page Overview
- 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
- Why Do I Have Duplicate Accounts?
- To Submit a Lead after you forgot to click the Submit Button
- I Have an Account that is Showing in the Global Search, but Not Showing in My Account List?
- How Do I Reassign an Office on an Account? - Manager Access
- Leads Approval Process
- Work with the Next Activity Box
- Work with the Deals Tab
- How Do I Change the Revenue Type on an Account? - Manager Access
- How to Group Account List by Salesperson
- Why Am I Unable to See Lead Accounts on the Account Maintenance Page?
- Account Profile - Work with the Matrix Locker Tab
- Work with the Account Profile Summary Tab
- How to Find Lead Accounts in the Account List Page?
- View the Last/Next Activity per Account
- How Do I Change the Category on an Account? - Manager Access
- Account Profile - Work with the Revenue Tab
- How to Find a Target Account?
- I Have a Contact Entered on My Lead Account, But Why is Matrix Telling Me That I Still Need One?
- How to Find Accounts Without Contacts
- Why is an Account on the Master List and not mine?
- How to Setup Prospect Approval Emails?
- Account Not Showing
- Why Do I Not See Certain Tabs on the Account Profile?
- How to See If An Advertiser Name Already Exists in Matrix?
- How to Find Outlets that Are Assigned to an Account?
- How Do I Reassign an Account When It Does Not Show on the Master List, but Shows in the Global Search?
- Account List Filters Are Not Saving
- How to Find the Date/Month/Year of the Last Billed Date of an Account?
- How to Find Which Accounts are Assigned to a N/A Revenue Type?
- Reassign Accounts Automatically on a Specified Date
- Why is there No Deal Tab in the Account Profile?
- I Have the Address Entered on my Lead Account, but Why is Matrix Telling Me that I Still Need One?