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CRM
Customer Relationship Management
Account Management
- Monarch - Revenue Types for Outlets - Configuring as an Admin
- Monarch - Revenue Types for Outlets - Configuring as a Manager
- Monarch - Revenue Types for Outlets - User Overview
- Monarch - Account List - Manager - Reassign, Filter, Export
- Monarch - Account List - Account Executive
Activity Management
- Monarch - Adding Activities - Account Executive
- Monarch - Activity Calendar
- Monarch - Using the Matrix Activity Contact - Downloading vCard
- Monarch - Working with Activity List
- Monarch - Saving Activities to your Email Calendar
Basics of Monarch
- Monarch - Basic Navigation - Account Executive
- Monarch - Basic Navigation - Manager
- Monarch - Explaining The Alert Notifications
- Monarch - Espresso Shot for Managers
- Monarch - I Have A New Team Member That Needs Training
Contact Management
- Monarch - Adding an Account Contact
- Monarch - How Can I Add Agency Contacts to an Account?
- Monarch - Editing a Contact
- Monarch - Add an Agency and an Agency Contact
- Monarch - Importing Contacts
List Builder & Alerts
- Monarch - List Builder Overview
- Monarch - Lists Builders - Adding or Editing a List
- Monarch - Alerts Overview
- Monarch - Quiet Accounts Alert
- Monarch - List Builder Mass Tagging
Local Database Maintenance
- Monarch - Local Account Maintenance
- Monarch - Local User Maintenance - Add or Edit a User
- Monarch - Local User Maintenance - Deactivate a User
- Monarch - Local User Maintenance - Overview
- Monarch - Local User Maintenance - Merging a User
Mobile
- Monarch Mobile - Overview
- Monarch Mobile - Accessing Matrix Mobile
- Monarch Mobile - Troubleshooting - iPhone
- Monarch Mobile - Troubleshooting for Android
- Monarch Mobile - Adding and Editing Deals
Integrations
- Monarch - vCreative Integration
- Monarch - Wide Orbit - Generating Matrix Import Files
- Monarch - MailChimp
- Monarch - Wide Orbit API
- Monarch - OSI - Generating Matrix Import File
FAQs
FAQs
- Monarch FAQ - How to Change Your Matrix Password
- Monarch FAQ - Why Do Some Users Have a Strike or Line Through Their Name?
- Monarch FAQ - How is Billing Imported into Matrix?
- Monarch FAQ - How Can I Confirm My Billing with Traffic?
- Monarch FAQ - What to Do When I Did Not Receive My Password?