SBAOR Member Cost: Free to SBAOR Members Only
Time: 10:00am-11:00am
Location: none
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Engaging Clients with Matrix - THIS CLASS IS DONE VIA ZOOM
Wednesday, February 17th, 2021


Session: 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 clients emails to see what listings they have received
How to view and manage a customer and agent portal