The Magic Matrix has four different stages, each with an associated colour so they're easily identifiable on the Magic Matrix Dashboard and elsewhere within the CRM:
Unaware (Red) - Customers who've not purchased from the product category before, and have not yet been included in a Campaign Activity to make them aware of the product category.
Aware (Orange) - Customers who've not purchased from the product category before, but have been included in a Campaign Activity to make them aware of the product category.
Opportunity (Blue) - Customers who've not purchased from the product category before, but have an Opportunity logged for the product category.
Bought (Green) - Customers who have purchased from the product category before.
To move a customer account to 'Opportunity' (Blue), you'll need to assign your Opportunities to a Magic Matrix category.
Step 1: Create an Opportunity
Create an Opportunity or go to an existing one in Prospect.
Step 2: Add Magic Matrix Categories
Scroll down to the Categorisation section on your Opportunity, then select the 'Choose Items...' button under Magic Matrix Categories.
Step 3: Choose Categories
You can then search for and select the relevant Magic Matrix categories that this Opportunity is associated with.
**TIP**: You can select multiple categories in one go using the tick boxes if the Opportunity is associated with more than one Magic Matrix category.
