Matrix for Media
Account Management
- Monarch - Account List - Reassign Account to New Salesperson - Manager
- Monarch - Account List - Reassign Account to New Office - Manager
- Monarch - Account List - My List Overview
- Monarch - Account List - Master List Overview
- 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 - Prospecting Page - Account Executive
- Monarch - Prospecting Page - Manager
- Monarch - Account Profile Page Overview
- Monarch - Account Profile Data Cards
- Monarch - Deleting Prospect or Lead Outlets
- Monarch - Tagging Accounts and Contacts
- Monarch - Editing the Priority on Account
- Monarch - Importing Accounts
- Monarch - Shared Accounts - Manager
- Monarch - Adding New Lead/Prospect Account - Account Executive
- Monarch - Approving Leads - Manager
- Monarch - Submitting Lead Accounts - Account Executive
- Monarch - Claiming Outlets
- Monarch - Account List - Export and Filter
- Monarch - Shared Accounts - Account Executive
- Monarch - How to find Accounts that do not have Contacts?
- Monarch - Importance Of A Clean Healthy Account List
- Monarch - Change the Category or Rev Type on an Account - Manager Access
- Monarch - Submitting Lead Accounts (Customized)
- Monarch - Digital Account Manager Workflow - AE Perspective - (Customized)
- Monarch - Digital Account Manager Workflow - AM Perspective - (Customized)
- Monarch - Holding Company - Agency Family Tree Overview
- Monarch - Admin Setting - Addresses and Contacts are Required on Deals