Activities are a big part of selling and knowing when/how to enter a good one is key to using Matrix! Rule of thumb, if it’s moving the sales process forward, TRACK IT! Matrix makes it easy to edit activities from a variety of locations such as the Activity List, Accounts, and Contact profiles. Plan for it, execute it, complete it! We’ll even initiate a call activity for you if you start the call from within Matrix so you’ll save even more time and track every touch point from the road!
To access the Activity List, please tap on the the main navigation on the upper right of your screen and select Activities.
Note: You can also access the Activity list by tapping on the Activities icon at the middle of your Home page.
To edit the Activity, please folow the below steps:
1. On the Activity list page, tap on either Incomplete or Complete to access Incomplete or Complete Activity list.
2. Tap on the Activity name that you wish to edit.
3. Make the update and tap Save button at the bottom of the screen.
Notes:
- You can save the update and mark the Activity Complete at the same time by tapping Save and Complete button at the bottom of the screen. You may need to scroll down to the bottom of the page to see this button.
- You can download and save the activity into your calendar by checking the checkbox next to Save Activity via iCal.
To Create the Activity, please follow the below steps:
1. Tap on Actions at the bottom of the page, then select + Activity.
Note: you can add an Activity from almost any page, but we suggest that you add an Activity from the Contacts profile page. This will create the Activity with the Contact field pre-populated. To access the Contact profile, please view this aritcle for the instruction:Monarch Mobile - Contact Profile Overview
2. On the Edit Activity form, pleaes fill out the information as much as you can and than tap Save button at the buttom of the screen.
