[CRMLS How-To] Set Up a OneHome Account for You and Your Clients
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- Опубліковано 24 лип 2024
- Learn how to set up your account and accounts for your clients in the Matrix client portal, OneHome. This video covers setting up your profile information and preferences for portal activity notifications and reviews the auto email workflow.
Your clients will access their account through the "View Listings" link in the emails you send through Matrix. This video also includes a comparison of what clients can access in activated vs. non-activated OneHome accounts.
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Do we have an app to download for One Home? Can our buyers have this app or it is just a web base site?
Didn't really say how Agent can access account to respond to messages from client. i.e. Account for You (Agent)
Hi, @spirit3soul! We recommend contacting our Customer Care Department for assistance. They’re more able to help you with your account questions. You can reach us at 800.925.1525 or via live online chat at go.crmls.org/support.