This advanced course will explore how to efficiently organize, update, and maintain one’s work in Matrix. Students will learn how to organize Matrix in a contact-centric manner; reducing the number of clicks it takes to access information and minimizing the frustration of combing through large lists. They will learn to quickly and efficiently change saved search/auto email criteria to match the changing needs of clients, create multiple portals for one client, organize information for a market area, leverage and create multiple carts allowing for the creation of lists that include both client favorites and possibilities.
*Recommended Prerequisites: Matrix - Accessing What You Want and Matrix - Communication Tools
CE Credit: 2 Brokers - CE issued to active REcolorado subscribers