In Matrix, the Deal is your opportunity, or revenue target, with a buyer. Whether it’s a plan for an upcoming pitch, or a proposal nearing a signature, a Deal offers the ability to accurately update your pipeline with any business currently on the table.
To Get Started:
1) Click on the Add button at the top right of your screen.
2) Select Deal.
3) Begin typing the Account you wish to create the Deal for and select the name from the drop-down menu. Your name will not show up on the drop-down menu if it is a Lead Account. You can ONLY Add a Deal to either a Prospect or a Billing Account, NOT to a Lead Account.
4) Once you select the appropriate accounts click Save, and this will take you to the Deal Profile page.
For quickly set up a deal profile, we highly suggest following the below steps:
1. Select month, year and duration that you would like to add the pending amount
2. Click (+) Add Row to add a deal detail row.
3. Click into the Outlet field to select the outlet. Also, click into the Rev type field to select the Rev type. Then add the pending numbers.
Notes:
- If you don't want to set up a Deal Profile every time you add a deal, we suggest setting up Deal Preferences.
- If you would like to add deals into multiple accounts, we suggest a Quick Deal functionality on the Sales Outlook. Please view this article for the instruction: Monarch - Quick Deal - How to Add or Edit
- To learn more about Deal Profile, please view this article: Monarch - Deal Profile Overview