It’s Easy to Stay Organized When You Use Matrix Contacts
An easy way to organize Matrix is by using contacts. If you create a contact for each client, you can associate all of that client’s Auto Emails, CMAs, Saved Searches, and other information with the contact.
To get a quick view of everything you’ve done with that client, just go to My Matrix, Contacts, and select the client’s name. From here, you can easily view their searches and any listings they have tagged as favorites and/or possibilities.
You can also navigate to the Recent Portal Visitors widget on your Matrix dashboard to see which clients have viewed their portals in the past seven days. Just click on their names to see their information and recent activity.