Matrix: Engaging Clients

Matrix: Engaging Clients

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

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Tags:

Date

Oct 18 2022
Category

Organizer

South Bay AOR

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