REcolorado CE: Leverage the Efficiencies of Matrix (Register with REco)
Type:Education Course
Member Cost:$0/Attendee
Guest Cost:$0/Guest

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

Time:9/20/2018 1:00:00 PM to 9/20/2018 2:00:00 PM
Address 2:330 Burnett Ave  Poncha Springs ,CO 81242
Member Login:Click Here to Register
CE Hours:1
Max Attendees:45
Education Delivery:CLASS

Instructor Information


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