[CRMLS Webinar] Matrix Client Collaboration

Learn the building blocks of engaging and managing your contacts within Matrix. This recorded webinar covers how to start and save a simple search, adding a new contact, turning on auto emails, and includes an overview of the Portal Notification and My Information Settings.
Topics include:
• Entering your contacts in Matrix
• OneHome branding
• Viewing your clients’ activity
• Setting up auto emails for your clients
• Setting up saved and favorite searches for your clients
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