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:

  1. 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.

  2. 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.

  3. Opportunity (Blue) - Customers who've not purchased from the product category before, but have an Opportunity logged for the product category.

  4. 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.

Did this answer your question?