Matrix for Media

Monarch - Creating an Agency and Account Relationship

In the Agency Profile Page, you can define a new relationship between an Agency and any Account that you currently own or a new Account that you need to create by clicking on the “+” icon in the upper right of the Prospecting section.

Type in the name of an account and if it exists, select it from the search results. If it doesn't exist and you would like to create a new account, select the option to Add as an Account.

Click Save and it will add the new relationship to the list momentarily.


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