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Matrix: Engaging Clients With Matrix
Learning how to properly set up the features provided in CRMLS Matrix will help improve your engagement and relationships with clients. Manage client information in CRMLS Matrix to your benefit. In this class, we will cover the following topics:
• How to set up contacts
• How to set up auto emails for clients to receive new listings that match their criteria
• How to preview your client’s emails to see what listings they have received
• How to view and manage a customer and agent portal
• How to set up saved searches and favorite searches

Aug 21, 2020 02:00 PM in Pacific Time (US and Canada)

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