Matrix for Media

Monarch - Budget - N/A Revenue Types - Account Executive

Are you showing N/A as a Revenue Type in your budget template for a Prospect Account? Just follow the below instructions to learn how to update each Account to a Revenue Type that you choose!

1. Select the Add Budget Item or New Business button at the bottom of the page.

2. In the Edit pop-up window, In the Revenue Type field click the drop-down list to make your selection.

4. Once you finished, select Save and finish OR if you are changing multiple line items, select Save and add more items.

Note: Once you have completed all of your changes you will notice that it creates a duplicate line, BUT with the correct Revenue Type.

Keyword Search: Budget, N/A, Rev Type

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