Matrix – Contacts, New Search and OneHome
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In this 1-hour session, you’ll learn how to work with Matrix’s Contacts, New Search and OneHome 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 an Auto Email 
• Concierge mode 
• Email notifications How do you interact with clients? 
• Dashboard widget
• Contact list 
• Concierge mode What is a Reverse Prospect?