Matrix: Engaging Clients

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Matrix: Engaging Clients

February 7, 2023 @ 3:00 pm - 4:00 pm

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:

  • Setting up contacts
  • How to setup personal information and OneHome branding
  • 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
  • How to preview your clients OneHome activity
  • Setting up saved and favorite searches
Cost: Free for SBAOR Members Only
Instructor: CRMLS
Location: SBAOR Computer Lab,
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