Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from the Magic Matrix right now, when it's out of Preview it may be restricted to certain subscriptions.

Prospect CRM's Magic Matrix helps you identify products you could be selling more of to your customers. With simple colour coding, you can quickly and easily identify upsell opportunities - either by customer or by product category.

This short guide will show you how to enable the Magic Matrix within your CRM Settings so you can start using it!

Prerequisites

Step 1: Open Settings

Within the Navigation Menu, go to the System Settings under the Settings.

Step 2: Search for Magic Matrix

Use the search bar in the top right-hand corner to search for 'Magic Matrix'.

Step 3: Enable Magic Matrix

Click 'Enable' to add the Magic Matrix to your CRM.


Now that you've enabled the Magic Matrix, let's help you get started! Check out our guide here.

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