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
July 27, 2021
11:00 am to 12:00 pm
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