Knowledgebase - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".



RSS Feed
Knowledgebase : Dashboard
   

If you're new to Mindmatrix and are wondering what to be doing next, here are some tips to help you find success. - REVIEW DAILY NOTIFICATION EMAIL: Are there leads to follow up with? Any prospective new companies to find contact info for? What website ...
Below is a diagram for the Marketing Portal view in the Dashboard. The Dashboard is the first thing you see when you log into Mindmatrix AMP. Quick Links - Access to quickly send emails, run campaigns, run Playbooks, or download widgets and apps. Feed...
The live feed is a great resource to view your contacts' activity. It gives you information on who has been opening emails, visiting your website, filling out forms, and more. * If we look a bit closer at the live feed, you can click on the contact's ...
* To look at the new assets that have been created, click on the "New Assets" tab on the dashboard. * By clicking on the new asset, you can view the asset. * This will bring up the editor, so that you can send the asset to your contacts. * If y...
* You can search for assets using the search bar on the upper right corner of your dashboard. * When you type in the asset and click on the magnifying glass icon, the software will bring up all assets related to that keyword. * This will bring up ...
To change the appearance of the dashboard for other users, you can change their Persona in their Role, under the Features section. * Click on "Setup", then "User Management", then "Roles", and then click "Create".   * Select the role you would ...
Note: Only admin can use this function. To send out an announcement to all users, go to the "Set Up" section, and then click on "Announcements".   In the "Announcements" section, click on the blue "Create" button.     Give you announcement a t...
The "Prospect Conversions" chart facilitates coordination between sales and marketing users by allowing marketing users to distinguish between contacts that are sales ready and contacts that still need to be marketed to. The chart can be found at the bott...
You must be a super administrator customize your dashboard. If you do not have access to this section, check with your sales rep at billing@mindmatrix.net to upgrade your account. To customize your dashboard go to "Setup" and then select "Dashboard". ...
Please note: This feature is only available for Enterprise level customers. To switch between accounts go your username on the upper left hand corner of the screen and click on user profile. In the "Switch User Menu," click on the account you would li...