Our Upcoming Events
HomeLife Landmark agents benefit from our range of comprehensive educational events that cover everything from advice for new agents starting their careers, to tools seasoned agents need to expand their business. Browse and register for our upcoming events here.
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Matrix – Contacts and the Client Portal
October 5, 2022 @ 10:00 am - 11:00 am
Matrix – Contacts and the Client Portal
Speaker: TRREB
In this 1-hour session, you’ll learn how to work withMatrix’s Contacts database and the Client Portal. This session is intended forMembers who are already familiar with Matrix. We’ll cover:
Contacts:
• Benefits of maintaining a contact list
• Active vs. inactive
• Importing your contacts
• Adding a contact
– Basic information
– Multiple emailaddresses
– Financialapproval & reverse prospecting options
Using a saved Contact:
• When emailing
• When saving asearch
• When setting upan auto email
Setting up Portal notifications
Setting up an Auto Email
• Concierge mode
• Emailnotifications
What the Client Portal is like (from a client’s perspective)
• How they canunsubscribe
• How they viewand leave feedback
• How they createand save searches
How do you interact with clients?
• Dashboard widget
• Contact list
• Concierge mode
• Reset status ifyou want to limit their access to the Client Portal
What is a Reverse Prospect?
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