Matrix – Contacts and the Client Portal

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In this 1-hour session, you’ll learn how to work with Matrix’s Contacts database and the Client Portal. This session is intended for Members 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 email addresses

   – Financial approval & reverse prospecting options

Using a saved Contact:

    • When emailing

    • When saving a search

    • When setting up an auto email

Setting up Portal notifications

Setting up an Auto Email

    • Concierge mode

    • Email notifications

What the Client Portal is like (from a client’s perspective)

    • How they can unsubscribe

    • How they view and leave feedback

    • How they create and save searches

How do you interact with clients?

    • Dashboard widget

    • Contact list

    • Concierge mode

    • Reset status if you want to limit their access to the Client Portal

What is a Reverse Prospect?