The Magic Matrix allows you to target customers that may not be aware of certain product categories. By default, product categories will be imported from your ERP/Inventory Management System. Please note: there's a limit of 30 categories that are imported from your inventory management system. This guide will show you how to amend these product categories if you wish to configure your own within Prospect CRM for the Magic Matrix.

Prerequisites:

  • You'll need CRM Admin rights to follow the steps in this article

Step 1: Navigate to Settings Centre & Search for Magic Matrix

In the navigation menu, select 'Settings' then 'System Settings'.

In the search bar, type 'magic matrix' and hit enter.

From here, select 'Click to Configure' to open the categories configuration area.

Step 2: Configure Matrix Matrix Categories

You can now edit existing categories or add new ones. To edit existing categories, use the text box to make changes to names or mark them as obsolete/in use.

To add new categories, select the plus icon in the top right-hand corner of the screen, type in your category name, then click 'Create'.

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