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
Instructor Elizabeth Stoodley
September 14, 2021
2:00 pm to 3:00 pm