When you click the name of an agency from anywhere in Matrix you will automatically go to that agency's profile page, which is designed to provide you with all the details you need to know about your agencies in a one-stop-shop.
Whether reviewing existing details or adding new information, Matrix has designed this profile page to get you the information you want/need when you need it.
There are 8 tabs on the Agency Profile that you can access.
Summary
This is a high-level rundown of any touches that have occurred with your agency.
1. Edit icon - where you can edit the Agency 's information such Address, phone, fax, website and social media details. Click this icon to access the popup below. Make the necessary changes to the Agency and click Save.
2. Most Contacted - shows the Agency's Contacts.
3. Last Activity - shows the last Activity in the past.
4. Next Activity - shows the next Activity in the future. If you have no activity in the future, the message of "None Planned, Let's add one!" will show. If you click this message, the Add an Activity dialog will show. If you would like to add an activity, please fill out the information and click Save.
5. Total Pending - shows the total pending dollar of agency. If the agency has no pending, the message of "$0 Let's add some" will show. Click on this message, if you would like to add the pending. The Deal Quick Edit dialog will show. Fill out the information and click Save.
6. Bill Relationships - shows all accounts that have billing with the agency.
7. Propecting - shows all the accounts that have no billing with the agency, but are associated to the agency. Please click here to learn more about creating an Agency and Account Relationship.
Revenue
This provides a breakdown of booked revenue associated with this agency, and parse it totals/accounts/office/outlets/rev types, roll up by year/month, and year.
1. Grouping - you can select the grouping of Account, Office, Outlet, or Rev type so the revenue amount will show by the selected grouping.
2. Roll Up By - you can select Year or Month so the revenue amount will display by this selection.
3. Year - you can select the year number that you wish to see the revenue amount.
Deals
This will allow you to access both your current and historical deals (Open and Closed) that are exclusive to this agency.
1. Open Deals / Closed Deals - you can select either Open Deals or Closed Deals to view.
2. Win / Lose - when clicking on the Win button, the Deal status will be updated to Closed Won. If you click on the Lose button, the Deal status will be updated to Closed Lost.
3. Delete - clicking this button if you wish to delete the deal.
Activities
This will be where you can view meetings, and past/future to-do tasks.
1. Upcoming / Recent - the Upcoming shows all the activities that are scheduled in the future and Recent shows all the activities that were scheduled in the past.
2. Complete - when clicking on the Complete button, the activity status will be updated to Complete.
3. Delete - clicking this button if you wish to delete the activity.
Contacts
This will allow you to view/add both direct contacts affiliated with this agency.
1. Add Activity - when clicking on this Add Activity button, the Add an Activity dialog will show. Fill out the information and click Save to add an activity.
2. Add Deal - when clicking on this Add Deal, the Deal Quick Edit dialog will show. Fill out the information and click Save to add a deal.
3. Email All - click this button when you would like to send email to all contacts on the agency. This email will be automatically BCC Matrix activity.
Notes
This allow you to add notes directly to the agency.
1. CSV - when clicking on the CSV button, all the notes will be downloaded into CSV. file.
2. (+) - click this (+) button, to add a new note.
3. Menu icon - click this icon when you would like to edit or delete a note.
Matrix Locker
This offers an online filling source for any important documents that you would like to easily access for this agency.
1. Name - this is a document name. When clicking on the name, the document will be downloaded into your computer.
2. (+) - click this (+) button, when you wish to upload the new document into the Agency profile.
3. Bin icon - click this bin icon, when you wish to delete the document.