Matrix Support
FAQ
- How To Video: Navigating Matrix
- Release Notes and Product Feedback
- Matrix Terminology
- Where Do I Find Open Learning Trainings?
- Account List Management - Account Executives
- How to Change Your Matrix Password
- Account List Management - Managers
- Getting Started With Matrix - Quick Start for Account Executives
- How Do I Activate or Deactivate A User?
- How To Video: Accessing Matrix Mobile
- Matrix In Your Work Day - Account Executives
- How to Clear Your Browser's Cache and Cookies
- Account Merge Requests - Best Practices
- Matrix in Your Work Day - Managers
- Tips For Importing Contacts and Prospects Into Matrix
- How Do I Change My Display Name?
- How is Billing Imported into Matrix?
- Matrix - Espresso Shot - AE
- How To Video: Matrix Locker
- Column is Cut-Off
- How Can I Confirm My Billing with Traffic?
- How to Submit a Ticket to Matrix Support
- Why Do Some Users Have a Strike or Line Through Their Name?
- How Do I Change My Email on My User Profile?
- I Did Not Receive My Password, What Do I Do?
- What To Do When My Password Expires?
- Email or Password Not Found
- What to do if Budget Column on the Bird’s Eye View is Cut-off?
- As a Manager, How Can I Receive an Email Notification If a Lead Has Been Submitted to Me for Approval?
- What to do if Auto-Fill in Chrome is Not Working?
- What Is a Group?
- Billing is Missing
- How Do I Make Files Visible to All Account Executives on a Shared Account?
- As an Account Executive, How Can I Receive an Email Notification If a Lead Has Been Submitted for Approval?
- Why is the Wrong Office/Revenue Type/Category Assigned to My Account?
- Unexpected Error has Occurred
- Can a Contact or an Account Have More than One Email Address?
- Is There a Way to Tell When an Order was Placed Matrix?
- What Does A Line Through a Seller's Name Mean?
- Why Did I Not Receive My Espresso Shot Email After Signing Up?
- How Can I View Another Screen, But Not Lose What I Am Looking At?
- How to Close the Instructional Pop-Up Window
- How to Locate Filter Subgroups?
- How Do I Save Matrix to My Desktop?
- New Budget Process - How do I save my budgets after entering them in?
- How can I Mass Delete (all at once) a Bunch of Activities
- What is the address for the Matrix Activity Email
- If I just entered in an account order, when will it show up in Matrix?
- Getting a "File Not Found" Error When Opening Up My Salesperson Preview Account List
- How can I "Mass Complete" (all at once) a Bunch of Activities
- Matrix Services Offerings
- Web Browser Troubleshooting Tips
- Delete A Deal that Cannot be Edited