CRMLS Virtual Training: Matrix - Engaging Clients
CRMLS Virtual Training: Matrix - Engaging Clients
Wednesday, October 11, 2023 (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 to boost your communications. This class covers:
- Entering your contacts in Matrix
- OneHome branding & 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
Pricing
Free
Zoom - Hosted by CRMLS
Wednesday, October 11, 2023 (9:00 AM - 10:00 AM)
(PDT)
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