Instructor: Heidi Ewing
1.0 Elective CEU
In Matrix, add a New Contact and set Search Criteria for Automatic Emails with the Client Portal. After a prospect is saved, you can modify the search criteria, view sent emails, stop the auto emails, or delete the contact information. Reverse prospecting will also be covered.
Sponsored By: Kevin Connor, Cutco Closing Gifts
Click HERE for the flyer
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