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.

Loading Events

« All Events

  • This event has passed.

Matrix – Contacts and the Client Portal

December 7, 2022 @ 10:00 am - 11:00 am

Matrix – Contacts and the Client Portal

Register here

 

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?

Details

Date:
December 7, 2022
Time:
10:00 am - 11:00 am

Join Our Mailing List To Stay Informed

Stay up-to-date with what’s happening in the Toronto real estate market and get our expert insights delivered directly to your inbox by signing up for our newsletter.