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CRMLS Virtual Training: Matrix - Client Collaboration

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CRMLS Virtual Training: Matrix - Client Collaboration

Wednesday, April 10, 2024 (9:00 AM - 10:00 AM) (PDT)

Description

ZOOM - Hosted by CRMLS 800-925-1525

Did you know that you can manage client information directly in CRMLS Matrix? Engage with your contacts and keep their information close at hand.

Topics include:

  • Entering your contacts in Matrix
  • OneHome branding
  • Viewing your clients’ activity
  • Setting up auto emails for your clients
  • Searching outgoing client emails
  • Setting up saved and favorite searches for your clients
  • …and more.
Pricing

Complimentary - a member benefit.

Zoom - Hosted by CRMLS
Event Contact
Phong Ton
(626) 288-6212
 Send Email
Wednesday, April 10, 2024 (9:00 AM - 10:00 AM) (PDT)
Categories
Education Classes
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