Matrix Support

Notes for August 10, 2022

Monarch

  • Shared Accounts on the Sales Outlook Pod and Reports previously showed a double arrow icon to indicate to salespeople the account was shared and the values may not be entirely their own. It now shows the purple dot indicator just like the Account List for consistency.
  • Deals viewed on the $ icon on the Sales Outlook will correctly total the amount based upon if the option to included Pitched Projects is included in pending or not.
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