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Matrix Monday Tip: Send upcoming Open House information faster than you think!

April 4, 2011  |  by Anne

It’s Friday morning, and you have voicemail from one of your clients requesting Open House information for this weekend.  Don’t stress or waste your time running a separate Open House search, and instead be as cool as a cucumber with the easy steps below! All you need is a Saved Search or Auto Email to base your Open House Search off of to find Open House information in minutes!

Call your clients back with confidence, and let them know an email with Open House details is on it’s way!  For this example below, we based our search off of an existing Auto Email.

  1. Find your contact under Contacts
  2. Select Auto Emails from the drop down, and select Full Search
  3. Select the Full Search option
  4. Choose to Check All  and from the Search Selected for drop down menu,  select the option for “Open House – Public – Today+”.      
  5. Select which open houses you would like to send to your client and press Email
  6. From there, you will be prompted to select your Contact and decide on the email Subject Line and Body.
  7. Click Send, and you’re done!

Let your client’s be amazed at how quickly you can send them information!

Posted in Blog, Matrix, Training

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