Matrix Contacts offer enhanced contact management, streamlined communication, and additional access to the OneHome portal. Use the features in My Contacts to collaborate with your clients, create labels, and find all of the saved resources associated with your contact in one central location. Adding contacts is easy, learn more below.
Contact can be created two ways, starting from My Matrix or when you’re about to send an email in Matrix.
To Create a Contact from the Main Menu
1. Once logged into Matrix, from the main menu, click My Matrix
2. Select My Contacts from the dropdown
3. Click Add
4. Required fields are indicated with an asterisk. Only first name, last name, and email address are required to add a field. Enter desired information.
6. Email Address. Indicates that more than one email address should be separated by a comma (,)
7. You may additionally choose to add Notes in the free form text field provided.
8. Settings includes optional fields to help categorize your listings. Category is a way to help you specify particular aspects about your contacts. For instance, you may use the + to add additional categories of your choosing. Default Categories include: Buyer, Seller, Friend, and Prospect. To categorize a contact, select the desired option from the dropdown list.
9. Other settings include a toggle switch to indicate if a contact is pre-approved for a mortgage. And Enable Reverse Prospecting. (Reverse Prospecting is an option that allows listing agents to see that you have a contact with a saved search that matches their listing, and to communicate with you regarding that listing, if desired. (All contact information is anonymous).
8. Click Save
1. From any area with the option to email, such as results or CMA, click Email
2. Click Create a New Contact
3. See step 3. on above for additional instructions.