Overview
Matrix is probably not the first sales system your team has used. If you are coming from STS, Delphi, CI-TY, or another CRM, a few familiar words map to different names here. This page translates the terms that come up most often so the switch feels like a rename, not a re-learn.
The core mental shift
Most legacy systems organize work around "bookings" and "traces." Matrix organizes around opportunities and activities:
- The deals you are working (group rooms, corporate rates, RFPs) are Opportunities.
- The things you do and the follow-ups you schedule (calls, emails, tasks, reminders) are Activities.
Once that clicks, most other terms fall into place.
Terminology map
| What you may have called it | Where you saw it | In Matrix it is |
|---|---|---|
| Booking | STS / Delphi | Opportunity |
| Trace / auto trace | STS | Activity (auto-created ones are marked "AUTO") |
| Future trace | STS | An open activity with a future date |
| Volume contract | STS | LNR (Local Negotiated Rate) opportunity |
| GRC (Group Rooms Control) | traditional CRMs / CI-TY | Group Rooms & Events (GRE) |
| Lead catcher | MeetingBroker / OneSource | The address you point at your Lead Agent email |
| Account / master account | most CRMs | Account (shared across all your hotels) |
Two differences worth calling out
Accounts are shared across your portfolio. In Matrix an account exists once and is shared by every hotel in your subscription. What makes each hotel's business unique lives on the opportunity, not on a separate copy of the account. Search for an existing account before creating a new one.
Reminders live on your dashboard, not in your inbox. Where a legacy system may have emailed you every trace, Matrix surfaces your follow-ups on your Activity tab. See How Matrix Notifies You.
Did we miss a term?
If your team keeps translating a word that is not on this list, tell us and we will add it. Email support@m1intel.com and we will keep this map current.
Questions? Email support@m1intel.com