Matrix: Auto Emails, Contacts, & Client Portal

REcolorado

Poncha Springs Town Hall

<ul><li>The Matrix Client Portal is a communication tool used by agents and their clients</li><li>How clients can use the Matrix Client Portal to view properties</li><li>How clients can use the Matrix Client Portal to conduct and save searches</li><li>The purpose of an auto email</li><li>How to generate and schedule a traditional auto email</li><li>How to generate a concierge auto email</li><li>How to manage auto emails</li><li>How to add and manage contacts in Matrix</li><li>How to schedule agent notifications regarding your clients’ activities in the client portal</li></ul> Class will be held at the Poncha Springs Town Hall Board Room

Matrix: Auto Emails, Contacts, & Client Portal

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Matrix: Auto Emails, Contacts, & Client Portal

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