Companies and Organizations
How do I use Collaboration (Chat)?
Feature: This functionality allows Partners to have interactive discussions or get answers to questions/doubts from their assigned Channel Manager or Group while working on an Opportunity or within a Playbook. In the same way, the Channel Managers ...
How do I use weighted round robin method for lead routing?
Feature: The round robin method is useful and most simple method to route leads to Partners in rotation. The weighted lead routing strategy can be used to divide the leads fairly between Partners, based on performance, tier, location, and team ...
Dashboard Overview: PRM Admin - Mindmatrix Bridge (Version 5)
1. Web Banner & Welcome Message - This can serve as a web banner or a welcome message for clients. Messages can be customized to anything as per client expectations. 2. Partner Engagement Scores - This widget provides a breakdown of the total ...
How do I assign 'Channel Manager' to new users?
Step1: Login to Super Admin account and go to Setup > User Management > Organization Groups. Step2: Click on ' Create ' Button. Step3: Enter name of the group. Step4: Click on 'Add' button in front of the Organizations to them to the group. Step5: ...
How do I Setup a Company?
1. Go to Setup > User Management > Companies 2. Click "Create" 3. Fill in all of the appropriate information in each tab of the window that appears. Once completed, remember to click "Save" 4. Once the company is saved, you can click on the company ...
How do I lock the “Planning” tab for an Organization? (For Super Admin Users)
This feature allows Super Admin Users to lock and unlock the “Planning” tab of an Organization. This allows a Super Admin to prevent channel partners from modifying revenue target information after a target has been set for given period. The Super ...
How do I assign a search Filter to an Organization?
Navigating to the Organization gallery: Setup > User Management > Organizations Making Edits to an Organization: Select the Organization that you wish to edit. From the "More" drop-down menu, select "Filters". Manually type or select a search Filter ...
How do I manage Organizations within the Organizations gallery?
A user 'Organization' is the second highest administrative tier on the Bridge platform (User account -> User Group -> Organization -> Company) and is typically used for managing partner interactions on an entity level. From the Organizations gallery ...
How do I create an Organization?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Mindmatrix allows you to create organizations and assign roles to users with respect to ...