CRMLS Virtual Training: Matrix - Client Collaboration

Description

ZOOM - Hosted by CRMLS 800-925-1525

Teaching Style: Instructor-Led Lecture or Web Conference

Did you know that you can manage client information directly in CRMLS Matrix? Discover how to actively interact with your contacts and easily access their information to enhance your communication efforts.

Topics include:

• Entering your contacts into Matrix
• Branding OneHome and viewing your clients’ activity
• Setting up auto emails for your clients
• Searching outgoing client emails for information you’ve already sent
• Setting up saved and favorite searches for your clients