Add

Contact - Add

Initialize a new client profile within the central database repository to configure system permissions, manage reverse prospecting enrollment, and establish communication defaults.

From the Matrix™ navigation menu, hover the "My Matrix™" tab and select "Contacts".

Click here to view the Add Contact image.

Select the "Add" button.

Click here to view the Add Contact image.

From the "Add Contact" page, fill out all mandatory fields plus any optional fields.

Click here to view the New Contact Form image.

Mortgage Pre-Approval: select the checkbox if this contact has been pre-approved.

This will be indicated in the listing agent's Reverse Prospect section.

Enable Reverse Prospecting: select the checkbox to show the listing agent that their listing has been sent to this contact.

The listing agent will only see your contact's associated Ref# to identify them.

For more information, see Reverse Prospect in the section.

Category: select a category if you would like to organize this contact within a specific group.

Salutation: select a system salutation or create a custom one to include on outgoing system messages sent to this contact.

Select "Save".