Learning Path: Contacts

REcolorado Learning Path

Contacts

Keep track of your client information all in one place! From activity notifications to tracking leads, REcolorado tools help you manage your contacts with ease.

Contacts

Hands-On Classes, Live Online Learning, And Recorded Webinars

 Matrix Communication ToolsHands-OnLive OnlineRecorded Webinar
 How to Create Auto Emails for your ClientsRecorded Webinar
Stay Connected with the REcolorado AppHands-OnLive OnlineRecorded Webinar
What Are Carts and How Can They Help YouRecorded Webinar

On-Demand Videos: Matrix

Matrix: Access Contacts in Matrix and Interpret the Contacts Dashboard
This REcolorado training video demonstrates how to access contacts in REcolorado Matrix and interpret the Contacts dashboard.

Matrix: Create Contacts
This REcolorado training video demonstrates how to create a contact in REcolorado Matrix.

Matrix: Import Contacts
This REcolorado training video demonstrates how to import contacts from REcolorado Matrix.

Matrix: Edit, Delete, and Set Contacts as Active/Inactive
This REcolorado training video demonstrates how to edit contacts, delete contacts, and set contacts as active or inactive in REcolorado Matrix.

Matrix: Export Contacts
This REcolorado training video demonstrates how to export contacts from REcolorado Matrix.

Matrix: Filter the Contacts Dashboard
This REcolorado training video demonstrates how to filter the Contacts Dashboard in REcolorado Matrix to quickly narrow down your contacts list and find the information you need.

More Resources: Client Communication