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The Magic Matrix has a variety of features that require user setup. The sections in this guide provide a resource to access the most important functions:
Bulk Updating Categories in the Magic Matrix
Categories that you've set up in your connected Inventory Management/Accounting system may not be ones you wish to use in your Magic Matrix. This can easily be changed using our Bulk Updater tool to filter by category on the Product Items Report and then bulk updating your fields.
You'll need CRM Admin rights in order to follow these steps
Step 1: Navigate to Product Items
In the navigation menu, select 'Products' then click 'Product Items'. This will take you to a Report containing all of products.
Step 2: Filter by Product Category
Click the three dots in the top right-hand corner and select 'Filters' then 'Add Filters'.
Find Category, then tick 'Description'.
Next, click 'Continue' at the bottom - you've now added a new filter option to your Report. This is where you can then type in the category that you'd like to filter by.
Step 3: Perform Bulk Action
Once your Report has been filtered to show the category that you'd like to change the Magic Matrix category for, you can then perform your bulk action. If you wish to update all of these products, then tick 'Select All'. If not, then simply tick the boxes against the relevant products.
Once you've selected your products, click 'Choose Action'.
Then, click 'Update Fields' to perform the change.
You'll then be able to update certain fields. Remember to select 'Show More' next to Product Item to expand the list.
Scroll down until you find 'Magic Matrix Category' and tick this box.
You'll then have the option to select the Magic Matrix category you wish to assign the selected products to. Finally, click 'Update'.
The new category will now be in your Magic Matrix under the drop-down.
Assigning an Opportunity to a Magic Matrix Category
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. Find out more about how these categories work and what they mean here.
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.
You can select multiple categories in one go using the tick boxes if the Opportunity is associated with more than one Magic Matrix category.
Configuring Magic Matrix Categories and Assigning to Products
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 Inventory Management/Accounting/ERP system. Please note: a limit of 30 categories can be imported. The following steps show you how to amend these product categories if you wish to configure your own within Prospect CRM.
You'll need CRM Admin rights to follow these steps
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'.
Step 3: Assigning a Magic Matrix Category
Now that you've created your Magic Matrix Category, it's time to assign a product to that created category. You can use the Global Search located at the top of Prospect CRM to search for any product.
Once you've found the product you wish to assign to the Magic Matrix, click on the Magic Matrix Category button, located in the Categorisation section. This will provide you with a drop-down list of Product Categories, where you can then select your desired Magic Matrix Category.