Edit a Connecticut Real Estate Contact
Edit a Contact in Matrix from SmartMLS on Vimeo
Managing your real estate business efficiently often comes down to how well you maintain and organize your contacts. For agents using SmartMLS, the Matrix platform offers a powerful suite of tools that make contact management simple, intuitive, and fully integrated with your daily workflow. The “Edit a Contact in Matrix” video on Vimeo is a valuable resource for any agent who wants to better understand how to update, organize, and optimize their contact database within the system.
When you’re actively working with multiple buyers, sellers, renters, or investors, keeping your contact information precise is essential. Small errors—like an outdated email address, a misspelled name, or an old phone number—can lead to missed opportunities or communication delays. Matrix gives you the ability to quickly correct or update this information so your outreach remains smooth and professional.
The video begins by walking you through accessing the Contacts module from the Matrix home dashboard. Once inside the Contacts section, you’ll see a complete list of everyone you’ve added to the system, including prospects, past clients, and leads from your automated searches or campaigns. The guide shows how to search for a specific contact, whether by name, phone number, or email, helping you locate the profile you need within seconds.
After selecting a contact, Matrix provides a simple editing interface with fields for basic information like name, phone, email, address, and category. The tutorial explains how to update these items correctly, ensuring your records remain accurate. You’ll also see how to add or adjust notes—an important area for tracking communication history, preferences, needs, and personal details that help you create stronger relationships with your clients.
Another valuable feature covered in the video is how contacts are tied to Auto Emails and saved searches. If your client’s email address changes, for example, simply updating it in their profile automatically ensures they continue receiving listing updates without interruption. This seamless integration is one of the reasons many agents rely heavily on SmartMLS Matrix for client communication.
The Vimeo tutorial also highlights some of the more advanced options available when editing a contact. You can update notification settings, assign them to new categories, and even change how frequently they receive listing alerts. This level of customization lets you tailor your approach to different types of clients—some may want immediate updates on new listings, while others prefer daily or weekly summaries.
In addition, the video demonstrates how to track a client’s activity within the Matrix Client Portal. By maintaining accurate contact information, you can generate clearer insights into what listings your clients are viewing, what they’ve favorited, and where their interests may be shifting. This information is extremely helpful when preparing follow-up conversations or when narrowing down homes that match your client’s criteria.
The ability to edit your contact data ensures your MLS system stays organized, clean, and fully functional. As your database grows, regularly updating and revisiting your contacts helps you maintain a high level of professionalism and efficiency. Even simple edits—like correcting a typo, updating a nickname, or adding notes after a showing—contribute to a more polished workflow.
For real estate agents committed to delivering exceptional service, mastering the basic functions of contact management in Matrix is a must. The Vimeo video provides a clear, step-by-step demonstration suitable for beginners, while also offering helpful reminders for seasoned agents who want to refine their process.
Whether you’re streamlining communication, preparing for a marketing campaign, or managing clients in the middle of a transaction, the “Edit a Contact in Matrix from SmartMLS” video is a practical, easy-to-follow resource that strengthens your daily operations and ensures your CRM strategy remains sharp and effective.
