CRMLS Virtual Training: Matrix - Client Collaboration
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
Wednesday, April 10, 2024 (9:00 AM - 10:00 AM)
(PDT)
Categories
Education Classes
Education Classes
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