Notes are a crucial part of any sales process so why not add them when you first learn about something new, when it makes the most sense? Take advantage of your phone’s built-in dictation functionality and use that speech-to-text translation to speed up the process as well. To add a note, please follow the below steps:
1. All notes are initiated from the Actions button within Matrix which is located at the bottom of every page. Depending on what page you are on when you tap the + Note button will depend on what displays for you which we’ll go over below.
2. Select if your note is going to be for an Account or a Contact before proceeding with entering your note.
3. Search for the Account or Contact(as defined by the selector directly above this box). Matrix begins automatically searching after 2 characters have been entered and displays search results. You must select an Account or Contact name from the search results before entering note.
Note: This field will already be filled in for you if you initiate your note from an account or Contact Profile page. You can edit this prefilled criteria, but you can only attach a note to one Account or Contact at a time.
4. Type in this area the desired note.
5. Once you have selected the Account or Contact and added the note desired, you can choose to Save the note to Matrix or Cancel if you have changed your mind.