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Matrix: Engaging Clients
September 20, 2022 @ 2:00 pm - 3:00 pm
Free
Description
Did you know that you can manage client information in CRMLS Matrix? Learning to properly set up the features provided in CRMLS Matrix will expand your options for engaging with clients and growing your relationships. This class will cover:
• An overview of OneHome™, the Matrix client portal
• Setting up contacts
• How to set up auto emails for your clients to receive new listings
• How to preview your clients’ emails to see what listings they have received
• Setting up saved and favorite searches
September 20, 2022 @ 2:00 pm - 3:00 pm
FreeDescription
Did you know that you can manage client information in CRMLS Matrix? Learning to properly set up the features provided in CRMLS Matrix will expand your options for engaging with clients and growing your relationships. This class will cover:
• An overview of OneHome™, the Matrix client portal
• Setting up contacts
• How to set up auto emails for your clients to receive new listings
• How to preview your clients’ emails to see what listings they have received
• Setting up saved and favorite searches
