Matrix: Auto Emails, Contacts, & Client Portal

Name: Matrix: Auto Emails, Contacts, & Client Portal
Start: 2025-08-12T09:30:00-06:00
End: 2025-08-12T11:30:00-06:00
Location: REcolorado

Schedule

Tue Aug 12 2025 at 09:30 am to 11:30 am

UTC-06:00

Location

REcolorado | Greenwood Village, CO

Users will learn:
About this Event

The Matrix Client Portal is a communication tool used by agents and their clients
How clients can use the Matrix Client Portal to view properties
How clients can use the Matrix Client Portal to conduct and save searches
The purpose of an auto email
How to generate and schedule a traditional auto email
How to generate a concierge auto email
How to manage auto emails
How to add and manage contacts in Matrix
How to schedule agent notifications regarding your clients’ activities in the client portal