Matrix: Auto Emails, Contacts, & Client Portal
Date and time
Wednesday, June 18 · 9:30 - 11:30am MDT
Location
REcolorado
6455 South Yosemite Street #300 Greenwood Village, CO 80111
About this event
- The Matrix Client Portal is a communication tool used by agents and their clients
- How clients can use the Matrix Client Portal to view properties
- How clients can use the Matrix Client Portal to conduct and save searches
- The purpose of an auto email
- How to generate and schedule a traditional auto email
- How to generate a concierge auto email
- How to manage auto emails
- How to add and manage contacts in Matrix
- How to schedule agent notifications regarding your clients’ activities in the client portal
