CRMLS Virtual Training - Matrix: Client Collaboration

Description

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