Notes for February 15, 2018
- Today's Activities and Leads Approval data cards can now be directly clicked on instead of using the "i" information button in order to see the expanded view.
- We have built up an integration with CoxReps that allows you to view proposals as deals within Matrix and then choose to manage the deal in either system. It's a one way street (CoxReps to Matrix), and is intended to provide more accurate reporting while reducing the redundancy and double entry of information between systems. If you have CoxReps, reach out to your Success Manager at Matrix today in order to learn more about this integration and see if it's right for you!