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Customer Relationship Management
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Customer Relationship Management
CRM for Monarch
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
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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
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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
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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 - Import Contacts
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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
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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
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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
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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
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