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Step-by-step guides for every part of Matrix, from property setup to contracts, reports and Agent Neo.
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58 articles in 11 sections
General
8- How to Add Your Email Signature
- Global Search
- Voice Dictation: Speak Instead of Typing
- Navigating Matrix: Global vs. Property View & Your Dashboard
- How Matrix Notifies You: Email vs. In-App
- Coming from Another CRM: Terminology Map
- Leads vs. Opportunities vs. Activities
- Reporting Currency: Totals Across Different Currencies
Property Setup
11- Matrix Default Lead Assignee (MDLA)
- Property Goals
- User Roles & Permissions
- Rate Load Request
- Getting Your Property Fully Set Up
- Roles & Access: Who Can See and Do What
- Meeting Broker Lead-Catcher Quickstart
- Property Setup: Taxes & Fees
- Your Migration: What Came Over and What to Re-enter
- How to Generate a ZoomInfo API Key for Matrix
- Connect Sertifi to Matrix (Admin Setup)
Leads
4Contacts
4Opportunities
14- Recurring Group Opportunities
- How to Duplicate a Contract Template
- How to Upload a Document to an Opportunity
- Generating Contracts in Matrix
- What Do the Colors Mean on the Opportunity Boards?
- Creating and Editing Contract Templates
- Prospecting Tips & Tricks: Past Groups
- How to Add a Signature Block for eSignatures
- Electronic Signatures within Contracts
- Rate Renewals: Clone, Don't Edit
- Contracts FAQ: Word Export, Sending, Countersigning & Sertifi
- Group Reporting: Pace and Group Rooms & Events (GRE)
- Entering an LNR: Dynamic vs. Static Rates, Tiers & Actuals
- CC Authorization Forms: Collect a Card Through Sertifi
Activities
7Actions
1Reports
3Still stuck?
Email the M1 Intel support team.