Related Articles
Working With Auto Emails (New View)
The new layout of the Auto Email screen in the My Matrix menu has been made more mobile friendly while still giving you complete control over the searches automatically sending emails from the system. Similar to the new layout of the Saved Searches ...
Editing Contacts
Hover over the My Matrix Click on Contacts. The Active Contacts screen opens. Click the Contact’s name. 4. Click Edit to open the Edit Contact screen. 5. Make the necessary changes. 6. Scroll to add additional information such as a salutation or ...
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. Hover over the My Matrix tab Click on Contacts. The Active ...
Set Up Auto Emails
1. Create a search that matches your clients needs. View the results. 2. Click Save on the button bar. 3. Click New Auto Email. The Save a New Auto Email screen opens. 4. On the Save a New Auto Email page, select a contact in the Contact drop-down ...
Viewing OneHome Activity
From the Agent Dashboard, you can use the Recent OneHome Visitors widget. There are three icons on the widget. The heart icon takes you to a grid view of the properties the client has marked as a Favorite. If a note has been included, click the Note ...