Adding Contacts

Adding Contacts

Adding Contacts, Prospects, Friends and Family members to Matrix provides tools that will increase Agent productivity.  A Client’s experiences will be enhanced as well with the use of OneHome.  

  1. Hover over the My Matrix tab
  2. Click on Contacts.

 

  1. The Active Contacts screen opens. Click on the Add button at the top right of the screen. 

The Add Contact screen opens. 

  1. Enter client information into the fields provided.
  2. The fields required are First Name, Last Name, and Email Address. They are highlighted.
  3. The Enable Reverse Prospecting box is checked by default. Uncheck this box if desired.
  4. Click on the Save button to add the contact.

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