Matrix for Media
Frequently Asked Questions
Customer Relationship Management
Account Management
- Monarch - Revenue Types for Outlets - Configuring as an Admin
- Monarch - Revenue Types for Outlets - Configuring as a Manager
- Monarch - Revenue Types for Outlets - User Overview
- Monarch - Account List - Manager - Reassign, Filter, Export
- Monarch - The Account List - Account Executive
Activity Management
- Monarch - Adding Activities - Account Executive
- Monarch - Activity Calendar
- Monarch - Using the Matrix Activity Contact
- Monarch - Working with Activity List
- Monarch - Saving Activities to your Email Calendar
Basics of Monarch
- Monarch - Basic Navigation - Account Executive
- Monarch - Basic Navigation - Manager
- Monarch - Explaining The Alert Notifications
- Monarch - Espresso Shot for Managers
- Monarch - I Have A New Team Member That Needs Training
Contact Management
- Monarch - Adding an Account Contact
- Monarch - How Can I Add Agency Contacts to an Account?
- Monarch - Editing a Contact
- Monarch - Add an Agency and an Agency Contact
- Monarch - Import Contacts
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
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
Mobile
- Monarch Mobile - How To Video: Accessing Mobile
- Monarch Mobile - Accessing Matrix Mobile
- Monarch Mobile - Troubleshooting - iPhone
- Monarch Mobile - Troubleshooting for Android
- Monarch Mobile - Adding and Editing Deals
Integrations
- Monarch - Office 365 Configuration - AE and Manager
- Monarch - Office 365 Overview
- Monarch - vCreative Integration
- Monarch - Office 365 Configuration for IT Administrators
- Monarch - Wide Orbit - Generating Matrix Import Files
Reporting & Analytics
Budgets
- Monarch - Budget Process Overview - Video Included - Manager
- Monarch - Budget Process Overview - Video Included - Account Executive
- Monarch - How to add New Business into the Budget template
- Monarch - Budgets - Adding New Business Rev Type
- Monarch - Budget - N/A Revenue Types - Account Executive
Dashboards
- Monarch - Sales Productivity Data Card Overview
- Monarch - Sales Productivity Data Card - Configuring as an Admin
- Monarch - Homepage / Data Card Configuration - Admin
- Monarch - Sales Outlook Data Card
- Monarch - Home Page Data Cards
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)
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
Projections
- Monarch - What is a Projection - Customized Workflow
- Monarch - Working with Projections - Customized Workflow
- Monarch - Adding Comments to Projections - Customized Workflow
- Monarch - Non-Returning Business Projections - Customized Workflow
- Monarch - Downloading Projections - Customized Workflow