Organizing Matrix by Contacts

Organize Matrix to Meet Your Needs

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. Remember, you can enter up to five email addresses for earch contact. This is especially helpful if you have clients who are purchasing a home jointly.

Learn how to easily import contacts.