Matrix uses the Client Portal function to send all listing emails to clients. This gives your clients more functionality than they had when using Fusion. But using the Client Portal may not be the best way for you to send a listing to someone who is not one of your clients – like a fellow REALTOR®. This may leave you wondering…. What do I do?
Fear not – there is a solution!
Instead of emailing from the Client Portal, email directly from a listing. When you have a listing detail on the screen, do not click on “Email”, but instead, click on “Print”:
Then select the appropriate report from the report selection window (left hand side), and select all tab items that you would like to send. Once that’s complete, click on “Email PDF”.
This will open to an email dialogue box that you will complete with the recipient’s email information.
Sending a listing in this manner will send only a copy of the listing (no slideshow or map), and will not suppress any fields (such as commission, which is suppressed in the client portal). Please be aware, however, that this option is available only for single e-mails, and cannot be used for auto-emails, which must be sent via the client portal.