FAQ

• Monarch - Where Do I Find Open Learning Training?
• Monarch FAQ - How to Set Your Preferences - Manager
• Monarch FAQ - Setting Preferences Overview
• Monarch FAQ - How to Clear Your Browser's Cache and Cookies
• Monarch FAQ - How to Print in List Builder?

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Account Management

• Monarch - Account List - Manager Access (reassign and export)
• Monarch - Adding New Lead Account - Account Executive
• Monarch - The Account List - Account Executive
• Monarch - How to Reassign Accounts - Manager Access
• Monarch - Prospecting

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Activity Management

• Monarch - Adding Activities - Account Executive
• Monarch - Activity Calendar
• Monarch - Using the Matrix Activity Contact
• Monarch - Working with Activity List
• Monarch - Manually Saving Activities to your Calendar

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Basics of Monarch

• Monarch - Basic Navigation - Account Executive
• Monarch - Basic Navigation - Manager
• Monarch - Explaining The Alert Notifications
• Monarch - Espresso Shot for Managers

Contact Management

• Monarch - Adding an Account Contact
• Monarch - How Can I Add Agency Contacts to an Account?
• Monarch - Edit a Contact
• Monarch - Add an Agency Contact
• Monarch - Import Contacts

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List Builder & Alerts

• Monarch - List Builder Overview - Account Executive
• Monarch - Lists Builders - Adding or Editing a List
• Monarch - List Builder Overview - Manager
• Monarch - Alerts Overview
• Monarch - Quiet Accounts Alert

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Local Database Maintenance

• Monarch - Local Account Maintenance
• Monarch - Local User Maintenance - Add or Edit a User
• Monarch - Local User Maintenance - Deactivate a User
• Monarch - Local User Maintenance - Overview
• Monarch - Local User Maintenance - Merging a User

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Mobile

• Monarch Mobile - Overview
• Monarch Mobile - How To Video: Accessing Mobile
• Monarch Mobile - Accessing Matrix Mobile
• Monarch Mobile - Troubleshooting - iPhone
• Monarch Mobile - Troubleshooting for Android

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Integrations

• Monarch - Office 365 Configuration - AE and Manager
• Monarch - Office 365
• Monarch - vCreative Integration
• Monarch - Office 365 Configuration for IT Administrators
• Monarch - Wide Orbit - Generating Matrix Import Files

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Budgets

• Monarch - New Budget Process Overview - Manager
• Monarch - New Budget Process Overview- Account Executive
• Monarch - How to add New Business into the Budget template
• Monarch - New Budget - New Business Rev Type
• Monarch - Budget - N/A Revenue Types - Account Executive

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Dashboards

• Monarch - Sales Outlook Data Card
• Monarch - Home Page Data Cards
• Monarch - Sales Coverage Analysis Dashboard
• Monarch - Salesperson Profile Page
• Monarch - Pipeline Analysis Dashboard - Overview

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Deal Management

• Monarch - Adding Deals / Pending
• Monarch - Manager Preview of Deals & Activities
• Monarch - How to Change Your Deal's Timeframe
• Monarch - Adding Deals to Agencies
• Monarch - Deals To Revenue - (Customized)

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Reports

• Monarch - How To Save a Report as a Favorite
• Monarch - How to Share a Report
• Monarch - Budget Report Overview
• Monarch - Churn Account Report Overview
• Monarch - Inactive Report Overview

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Projections

• What is a Projection - Customized Workflow
• Projections Overview - Customized Workflow
• Working with Projections - Customized Workflow
• Adding Comments to Projections - Customized Workflow
• Non-Returning Business Projections - Customized Workflow

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