To add a customer as a Contact in Matrix, go to the
menu and click
In the top right of the screen, click on the Add button:
The only required fields on the add contact screen are the first name , last name and email address fields:
You are welcome to fill in as much, or as little as you want.
Click Save (in the upper right corner) when you are finished.
Once the Contact has been added, Matrix automatically creates a Client Portal for them, which is where any future emails you send them will appear. They will also be able to run their own searches from within their Portal, mark listings as favorites/discards, send you notes and much more.
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