CRMLS Virtual Training - Matrix: Client Collaboration
Tuesday, February 11, 2025 (9:00 AM - 10:00 AM) (PST)
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
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Virtual
Tuesday, February 11, 2025 (9:00 AM - 10:00 AM)
(PST)
Categories
Classes/Trainings
Education Committee
Classes/Trainings
Education Committee
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