Engaging Clients with Matrix

Engaging Clients with Matrix

Did you know that you can manage client information in CRMLS Matrix? Learning to properly set up the features provided in CRMLS Matrix will improve your engagement and relationships with clients. This class will cover:

• 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
• How to view and manage customer and agent portals
• Setting up saved and favorite searches

  • CAL_ID: 7368
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Tags:

Date

Feb 08 2022
Category

Organizer

South Bay AOR

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