Description

THIS CLASS IS FOR CURRENT STELLAR MLS USERS ONLY. 

Advanced Customer Learning Objectives: 

1. Customize & Navigate the Dashboard Create a personalized Matrix dashboard by adding/reordering widgets and locating key functions across My Matrix, Search, Stats, Tax, Links, Finance, Add/Edit, Market Reports, and Reciprocal MLS. 

2. Run Advanced Searches Efficiently Perform complex searches using added fields (via Listing Data Entry Form), wildcard queries in Public Remarks, map tools (radius/rectangle/polygon/freehand/boundaries), and Speed Bar shorthand/shortcuts. 

3. Optimize Results & Market Insights Build a custom results grid (add/remove/reorder columns, set widths/wrap), and generate market intelligence using Stats, Market Watch, and Hot Sheets (including saving/configuring at least one of each). 

4. Automate Client Communication & Tracking Set up and manage saved searches, one-time emails, and auto emails (including concierge), curate Carts, and monitor client activity using the Contacts Dashboard, OneHome Timeline, and Portal Notification Settings.