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Client Collaboration: Matrix Auto Email

Take a step by step look at creating and maintaining a Matrix Auto Email. 
In this webinar, you will learn how to
* Create an Auto Email
* Track which clients are looking/interacting with the portal
* Brand your clients portal
* Update search criteria and more.

Instructor Randi Marie Penny


March 30, 2021

2:00 pm to 3:00 pm

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