This advanced course will explore how to efficiently organize,
update, and maintain one’s work in Matrix. Students will learn how
to organize Matrix in a contact-centric manner; reducing the number of
clicks it takes to access information and minimizing the frustration
of combing through large lists. They will learn to quickly and
efficiently change saved search/auto email criteria to match the
changing needs of clients, create multiple portals for one client,
organize information for a market area, leverage and create multiple
carts allowing for the creation of lists that include both client
favorites and possibilities.*RECOMMENDED PREREQUISITES: MATRIX -
Accessing What You Want and MATRIX - Communication Tools
CE CREDIT: 1 Brokers - CE issued to active REcolorado subscribers
business
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28/06/2017 Last update