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Created by Guest
Created on Jan 9, 2023

Sub-categories within Magic Matrix

We currently have 3 main categories that have at least 7-17 sub categories within them. It would be great to drill into the main categories within the Magic Matrix and see what sub-categories customers are or are not buying from.

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    Andrew Ardron
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    Mar 13, 2023

    The Magic Matrix is initially setup using whatever category information we can extract from the ERP/Inventory Management system that you're using.

    However, you dont have to stick to these. You can configure new categories and obsolete ones you dont want her: https://crm.prospect365.com/settings?search=magic%20matrix

    Once you've set those up, you can set the "Magic Matrix Category" field on a product ny product basis via the product window in the CRM, but also, definitely worth knowing that you can bulk update this field to as that'll save you a lot of effort!

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