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DTSTART;TZID=America/Toronto:20230103T140000
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UID:16916-1672754400-1672758000@www.homelifelandmark.com
SUMMARY:Matrix - Contacts and the Client Portal
DESCRIPTION:Matrix – Contacts and the Client Portal \nSpeaker: TRREB  \nRegister here \n  \n \nIn 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: \nContacts:  \n• Benefits of maintaining a contact list \n• Active vs. inactive  \n• Importing your contacts \n• Adding a contact \n   – Basic information \n   – Multiple email addresses \n   – Financial approval & reverse prospecting options  \nUsing a saved Contact: \n    • When emailing \n    • When saving a search \n    • When setting up an auto email \nSetting up Portal notifications \nSetting up an Auto Email \n    • Concierge mode \n    • Email notifications \nWhat the Client Portal is like (from a client’s perspective) \n    • How they can unsubscribe \n    • How they view and leave feedback \n    • How they create and save searches  \nHow do you interact with clients? \n    • Dashboard widget \n    • Contact list \n    • Concierge mode \n    • Reset status if you want to limit their access to the Client Portal \nWhat is a Reverse Prospect?
URL:https://www.homelifelandmark.com/event/matrix-contacts-and-the-client-portal-21/
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