Matrix: Engaging Clients

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

Check back for future sessions.