Ayuda
CRM
Getting Started / Basics of Matrix
- Getting Started - A Quick Reference to Start with Matrix
- How Do I Log Into Matrix?
- Layout Overview
- Matrix Tools for One on Ones
- Search Basics
Contact Management
- Import Contacts into Matrix
- Export the Contacts List
- Export Contacts from Outlook
- Work with the LinkedIn Pod
- Edit or Delete a Contact
Activity Management
- Using the Matrix Activity Contact - Outlook
- How To Video: Adding Activities
- Save Activities to your Calendar
- Working with the Activities List
- Activities Calendar View - Overview
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?
Agency Management
- How Can I Add Agency Contacts to an Account?
- Edit an Agency
- Can I Merge Agencies?
- How Do I Change an Agency on an Existing Account?
- Display an Agency
Integrations
- Wide Orbit - Generating Matrix Import Files
- WideOrbit - How to Find the WideOrbit AE Code
- Marketron - Generating Matrix Import Files
- MailChimp
- WideOrbit API
Matrix Mobile
- Accessing Matrix Mobile
- How to Save Matrix to your iOS Home Screen
- How to Save Matrix to your Android Home Screen
- Matrix Mobile - Home Page
- Matrix Mobile - Submitting Leads
Local Database Maintenance
- Local Account Maintenance - Overview
- Local User Maintenance - Overview
- Local User Maintenance - Add or Edit a User
- How To Video: Localized Account Maintenance - Manager Access
- Local User Maintenance - Merging a User
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 - The Account List - Account Executive
Activity Management
- Monarch - Adding Activities - Account Executive
- Monarch - Activity Calendar
- Monarch - Using the Matrix Activity Contact
- 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 - Edit a Contact
- Monarch - Add an Agency and an Agency Contact
- Monarch - Import Contacts
List Builder & Alerts
- Monarch - List Builder Overview - Account Executive
- Monarch - Lists Builders - Adding or Editing a List
- Monarch - List Builder Overview - Manager
- Monarch - Alerts Overview
- Monarch - Quiet Accounts Alert
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 - How To Video: Accessing Mobile
- Monarch Mobile - Accessing Matrix Mobile
- Monarch Mobile - Troubleshooting - iPhone
- Monarch Mobile - Troubleshooting for Android
- Monarch Mobile - Adding and Editing Deals
Integrations
- Monarch - Office 365 Configuration - AE and Manager
- Monarch - Office 365 Overview
- Monarch - vCreative Integration
- Monarch - Office 365 Configuration for IT Administrators
- Monarch - Wide Orbit - Generating Matrix Import Files