Matrix Support
Deal Management
- How To Video: Entering a Deal
- Deal Management - Activities
- Deal Management - Getting Started
- How To Video: Setting up Deal Preferences and Adding Quick Deals
- Work with an Account's Deals - Adding or Editing Deals
- How To Video: Deal Management
- Deal Management - Overview
- Deal Management - Projects
- Work with the Deals List
- Auto Reconciliation - Explained
- How To Video: Forecast Adjustment
- Work with an Account's Deals - Winning and Closing Deals
- Deal Management - Notes
- How To Video: Recently Imported Pod and Deal Reconciliation
- Work with the Revenue Comparison Tab
- Profile Settings - Deals
- How to Delete a Deal
- Work with the My Accounts List
- How To Video: Editing a Deal
- Strata Integration Overview
- Work with the Matrix Locker Tab
- Work with an Account's Deals - Overview
- I Still Have Pending, After I Manually Closed a Deal?
- Why is My Pending showing under N/A?
- I Do Not See My Pending in Reports or Bird's Eye View?
- Entering Deals - How to Copy or Split Pending Across Months
- Editing Deals
- When I am in the Deal Management Screen, Why Isn't My Pending Showing Up in the Pending Column?
- Why Doesn't the Amount of Pending Show Up on the Left Side of the Deal Management Page After I Add Pending Dollars?
- Where Can I See the Weight and Sales Stage of a Deal?
- Can I Tie a Deal Weight to a Sales Stage?
- How to Find CLOSED - LOST Comments on a Deal?