Matrix for Media

Monarch - Adding Deals to Agencies

To add a Deal to your Agency, please follow these steps.
Select +Add, then Deal

Choose Agency
Type in the name of the Agency, in the search field
Select
Save

You will be taken to the Deals Details page.

In the Details section under ADDITIONAL DETAILS, select the Account field to search for Accounts that have Billed through this Agency or you can associate a Prospect Account by selecting +Add unrelated Accounts, then run your search.

Then add your Pending dollars and that's it, your done!

Note: If you associate an Account to your Agency Deal, the Pending dollars will display under the Agency and/or Account when reporting.





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